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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.4M
3
+$13.7M
4
ICUI icon
ICU Medical
ICUI
+$13.2M
5
FET icon
Forum Energy Technologies
FET
+$13M

Top Sells

1
+$20.8M
2
+$19M
3
+$17.4M
4
CLC
Clarcor
CLC
+$16.3M
5
AEL
American Equity Investment Life Holding Company
AEL
+$15.7M

Sector Composition

1 Financials 20.68%
2 Technology 15.4%
3 Industrials 13.98%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.6M 0.06%
+67,709
502
$3.59M 0.06%
248,504
-116,455
503
$3.59M 0.06%
221,802
-2,474
504
$3.56M 0.06%
495,864
-205,614
505
$3.56M 0.06%
330,844
-266,832
506
$3.54M 0.06%
154,178
+77,453
507
$3.54M 0.06%
+348,601
508
$3.53M 0.06%
948,724
-677,997
509
$3.49M 0.06%
239,447
+9,711
510
$3.49M 0.06%
228,753
+457
511
$3.46M 0.06%
198,860
-21,062
512
$3.44M 0.06%
83,637
-25,061
513
$3.43M 0.06%
+74,760
514
$3.41M 0.06%
98,989
+48,989
515
$3.37M 0.06%
593,833
+168,619
516
$3.36M 0.06%
120,742
+44,005
517
$3.35M 0.06%
114,530
-39,776
518
$3.35M 0.06%
238,207
+393
519
$3.29M 0.06%
195,007
-2,247
520
$3.27M 0.06%
641,184
+64,855
521
$3.26M 0.06%
292,449
-3,213
522
$3.26M 0.06%
97,030
+54,929
523
$3.21M 0.06%
445,597
-5,022
524
$3.21M 0.06%
+64,769
525
$3.2M 0.06%
251,976
-2,939
19 20
21
22 23