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
401
$3.33M 0.07%
+379,701
402
$3.33M 0.07%
62,303
+3,200
403
$3.28M 0.07%
200,038
+163,571
404
$3.24M 0.07%
405,331
-203,045
405
$3.18M 0.07%
162,059
-16,494
406
$3.18M 0.07%
37,870
-1,315
407
$3.17M 0.07%
75,552
-43,591
408
$3.11M 0.07%
71,558
-1,294
409
$3.04M 0.06%
15,422
-12,819
410
$3M 0.06%
161,455
-11,245
411
$2.98M 0.06%
155,815
-2,887
412
$2.97M 0.06%
152,676
-2,763
413
$2.92M 0.06%
644,994
+478,800
414
$2.85M 0.06%
239,679
+8,624
415
$2.82M 0.06%
110,146
+12,725
416
$2.82M 0.06%
116,450
-11,861
417
$2.81M 0.06%
31,630
-3,217
418
$2.73M 0.06%
46,705
+2,918
419
$2.71M 0.06%
51,651
-1,811
420
$2.69M 0.06%
+73,734
421
$2.67M 0.06%
+39,927
422
$2.65M 0.06%
213,033
-21,276
423
$2.63M 0.06%
21,487
+8,671
424
$2.55M 0.05%
455,213
+131,747
425
$2.55M 0.05%
59,529
-6,328
15 16
17
18 19