KCM

Kennedy Capital Management Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$10.3M
4
HTO
H2O America
HTO
+$9.73M
5
IVC
Invacare Corporation
IVC
+$9.18M

Top Sells

1
+$19.4M
2
+$19.4M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$13.6M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.62%
2 Industrials 14.87%
3 Technology 14.12%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.04M 0.15%
+137,654
252
$6.04M 0.15%
151,049
-3,286
253
$6.02M 0.15%
397,432
-672
254
$6.01M 0.15%
174,294
-5,353
255
$5.98M 0.15%
199,790
-3,033
256
$5.98M 0.15%
151,159
-328
257
$5.98M 0.15%
96,203
+3,373
258
$5.97M 0.15%
103,574
-1,832
259
$5.94M 0.15%
175,257
-572,239
260
$5.94M 0.15%
275,333
-50,362
261
$5.89M 0.15%
258,193
-13,496
262
$5.89M 0.15%
48,210
-4,179
263
$5.88M 0.15%
356,772
-820
264
$5.88M 0.15%
451,959
+104,163
265
$5.84M 0.15%
385,489
+268,572
266
$5.81M 0.14%
160,086
+45,739
267
$5.8M 0.14%
102,042
+67,830
268
$5.8M 0.14%
154,950
+21,028
269
$5.78M 0.14%
423,660
-22,523
270
$5.77M 0.14%
388,809
-7,072
271
$5.76M 0.14%
+399,645
272
$5.74M 0.14%
436,117
+47,206
273
$5.73M 0.14%
177,262
-1,485
274
$5.7M 0.14%
80,033
-1,127
275
$5.7M 0.14%
109,463
-25,613
9 10
11
12 13