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
501
$1.13M 0.02%
19,742
+2,934
502
$1.13M 0.02%
53,040
+3,091
503
$1.12M 0.02%
24,489
-2,494
504
$1.09M 0.02%
267,091
-26,968
505
$1.09M 0.02%
+28,158
506
$1.08M 0.02%
20,719
-1,707
507
$1.07M 0.02%
16,090
-1,058
508
$1.05M 0.02%
42,731
+160
509
$1.05M 0.02%
3,391
-1,259
510
$1.04M 0.02%
53,092
+2,964
511
$1.03M 0.02%
21,587
-2,183
512
$1.03M 0.02%
21,698
+4,487
513
$1.02M 0.02%
170,447
-5,380
514
$1.02M 0.02%
14,599
+1,004
515
$1.02M 0.02%
176,621
+75,214
516
$985K 0.02%
25,048
-37
517
$980K 0.02%
+12,977
518
$966K 0.02%
16,837
-287
519
$944K 0.02%
1,668
-142
520
$942K 0.02%
18,113
-1,200
521
$932K 0.02%
66,527
-20,202
522
$925K 0.02%
25,815
+32
523
$910K 0.02%
100,874
-3,904
524
$905K 0.02%
12,883
-1,098
525
$878K 0.02%
1,633
-118
19 20
21
22 23