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
$4.74B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$15.9M
3
+$15.2M
4
STKL
SunOpta
STKL
+$13M
5
FIBK icon
First Interstate BancSystem
FIBK
+$9.4M

Top Sells

1
+$28.2M
2
+$18.9M
3
+$15.1M
4
LDL
Lydall, Inc.
LDL
+$13.9M
5
ROG icon
Rogers Corp
ROG
+$13.5M

Sector Composition

1 Financials 22.07%
2 Industrials 16.1%
3 Technology 13.25%
4 Consumer Discretionary 11.72%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.07M 0.13%
190,835
+6,506
302
$6.07M 0.13%
87,248
+39,357
303
$6.06M 0.13%
129,567
+48,679
304
$5.99M 0.13%
141,318
-4,311
305
$5.89M 0.12%
67,402
+5,670
306
$5.89M 0.12%
319,928
+5,266
307
$5.86M 0.12%
37,775
-1,570
308
$5.85M 0.12%
280,592
-28,368
309
$5.84M 0.12%
83,170
-10,331
310
$5.82M 0.12%
302,357
-5,473
311
$5.8M 0.12%
197,196
+514
312
$5.78M 0.12%
+222,355
313
$5.77M 0.12%
136,452
-4,420
314
$5.77M 0.12%
141,572
-11,506
315
$5.74M 0.12%
57,495
-2,410
316
$5.7M 0.12%
530,540
+285,885
317
$5.67M 0.12%
269,418
+3,998
318
$5.65M 0.12%
23,906
-828
319
$5.63M 0.12%
30,956
-1,016
320
$5.59M 0.12%
301,451
+26,483
321
$5.59M 0.12%
40,050
-1,454
322
$5.54M 0.12%
260,596
-18,315
323
$5.53M 0.12%
178,111
-18,152
324
$5.49M 0.12%
44,495
-2,801
325
$5.49M 0.12%
50,106
+8,343
11 12
13
14 15