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 13.34%
4 Consumer Discretionary 11.72%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.41M 0.03%
135,796
-224,463
477
$1.38M 0.03%
10,371
-2,181
478
$1.38M 0.03%
+58,134
479
$1.37M 0.03%
7,685
-631
480
$1.37M 0.03%
33,380
-3,089
481
$1.35M 0.03%
31,137
-3,351
482
$1.34M 0.03%
228,231
-136,818
483
$1.31M 0.03%
110,472
-11,164
484
$1.3M 0.03%
49,562
+28,185
485
$1.3M 0.03%
174,671
-16,411
486
$1.29M 0.03%
55,645
-5,650
487
$1.29M 0.03%
273,392
-4,946
488
$1.28M 0.03%
53,903
-5,286
489
$1.27M 0.03%
136,519
-13,905
490
$1.26M 0.03%
97,556
-9,357
491
$1.26M 0.03%
360,265
-6,522
492
$1.24M 0.03%
526,350
-9,619
493
$1.21M 0.03%
+130,945
494
$1.2M 0.03%
68,236
-4,095
495
$1.2M 0.03%
186,243
-3,450
496
$1.19M 0.03%
43,088
-4,372
497
$1.15M 0.02%
7,619
-1,474
498
$1.15M 0.02%
10,362
+5,811
499
$1.14M 0.02%
+302,197
500
$1.14M 0.02%
182,190
-18,506
18 19
20
21 22