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
26
$25M 0.53%
1,173,897
-21,245
27
$25M 0.53%
641,224
+1,422
28
$23.3M 0.49%
264,035
-9,219
29
$23.2M 0.49%
130,001
-40,670
30
$23M 0.48%
701,847
-24,563
31
$23M 0.48%
1,462,019
-343,234
32
$22.9M 0.48%
1,112,505
+126,626
33
$22.7M 0.48%
787,885
-23,448
34
$22.6M 0.48%
707,262
-25,072
35
$22.6M 0.48%
1,157,005
+12,628
36
$22.1M 0.47%
540,589
-66,739
37
$21.9M 0.46%
255,080
-44,935
38
$21.8M 0.46%
275,725
-8,736
39
$21.7M 0.46%
539,742
-8,841
40
$21.5M 0.45%
454,646
-10,360
41
$21.4M 0.45%
425,945
-12,810
42
$21.3M 0.45%
85,071
+10,095
43
$21M 0.44%
302,828
+229,115
44
$20.9M 0.44%
428,508
-7,838
45
$20.8M 0.44%
453,473
+25,493
46
$20.7M 0.44%
221,075
+408
47
$20.7M 0.44%
1,068,157
-21,832
48
$20.5M 0.43%
295,764
+26,247
49
$20.3M 0.43%
363,067
-10,501
50
$20.1M 0.42%
847,015
-148,791
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