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
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$22.8M
3
+$19.8M
4
OIS icon
Oil States International
OIS
+$19.7M
5
EDR
Education Realty Trust Inc
EDR
+$19.2M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$21.3M
4
AXL icon
American Axle
AXL
+$16.3M
5
OLN icon
Olin
OLN
+$16.2M

Sector Composition

1 Financials 21.82%
2 Technology 13.98%
3 Industrials 13.58%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.52M 0.06%
141,090
+46,689
502
$3.5M 0.06%
127,967
-59,028
503
$3.46M 0.06%
629,289
+15,697
504
$3.46M 0.06%
608,923
-130,673
505
$3.46M 0.06%
122,798
+67,969
506
$3.42M 0.06%
453,225
-19,169
507
$3.31M 0.06%
137,180
-360,062
508
$3.31M 0.06%
390,785
+32,810
509
$3.31M 0.06%
560,200
-24,184
510
$3.3M 0.06%
+104,050
511
$3.3M 0.06%
192,167
-122,499
512
$3.27M 0.06%
32,475
+1,241
513
$3.25M 0.06%
262,063
-430,270
514
$3.25M 0.06%
64,043
-2,845
515
$3.24M 0.06%
16,245
-3,281
516
$3.22M 0.06%
137,112
-57,616
517
$3.2M 0.06%
254,915
-13,121
518
$3.19M 0.06%
+49,980
519
$3.19M 0.06%
237,804
+797
520
$3.18M 0.06%
218,629
-10,007
521
$3.17M 0.06%
228,296
-114,367
522
$3.16M 0.06%
389,406
-95,715
523
$3.15M 0.05%
142,831
-91,406
524
$3.11M 0.05%
187,233
-12,138
525
$3.09M 0.05%
813,161
+685,080
19 20
21
22 23