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
276
$5.69M 0.14%
634,310
+11,080
277
$5.63M 0.14%
94,913
-57,682
278
$5.57M 0.14%
338,637
-7,511
279
$5.56M 0.14%
48,232
+45
280
$5.54M 0.14%
279,027
+9,730
281
$5.53M 0.14%
136,906
-5,230
282
$5.53M 0.14%
274,985
-50,560
283
$5.53M 0.14%
31,753
+660
284
$5.49M 0.14%
111,437
+1,477
285
$5.48M 0.14%
353,568
+53,081
286
$5.47M 0.14%
142,287
-3,148
287
$5.45M 0.14%
1,380
+4
288
$5.39M 0.13%
298,177
+79,396
289
$5.38M 0.13%
54,333
+32,638
290
$5.35M 0.13%
20,064
+224
291
$5.33M 0.13%
53,285
-738
292
$5.33M 0.13%
150,336
-2,748
293
$5.3M 0.13%
47,532
-43,598
294
$5.29M 0.13%
100,699
-20,992
295
$5.28M 0.13%
203,921
-1,005
296
$5.26M 0.13%
87,682
+19,767
297
$5.26M 0.13%
318,336
-100,446
298
$5.22M 0.13%
202,179
+42,274
299
$5.21M 0.13%
282,189
-223,910
300
$5.21M 0.13%
147,838
-14,744
10 11
12
13 14