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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.3M
3
+$13.3M
4
EFII
Electronics for Imaging
EFII
+$12.7M
5
ITRI icon
Itron
ITRI
+$12.6M

Top Sells

1
+$30.8M
2
+$16.2M
3
+$15.4M
4
GBX icon
The Greenbrier Companies
GBX
+$14.7M
5
STE icon
Steris
STE
+$14M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.93%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.34M 0.04%
86,990
-1,155
527
$2.32M 0.04%
315,816
+112,731
528
$2.31M 0.04%
92,313
+7,873
529
$2.31M 0.04%
82,042
-3
530
$2.3M 0.04%
146,585
+1,188
531
$2.29M 0.04%
260,651
-888,823
532
$2.27M 0.04%
106,677
+12,817
533
$2.25M 0.04%
195,041
+9,295
534
$2.24M 0.04%
159,724
+13,639
535
$2.23M 0.04%
+4,472
536
$2.19M 0.04%
85,640
-5,499
537
$2.19M 0.04%
69,215
+40,461
538
$2.18M 0.04%
218,417
-15,798
539
$2.18M 0.04%
20,901
-378
540
$2.18M 0.04%
993,926
+145,167
541
$2.16M 0.04%
99,518
+4,545
542
$2.14M 0.04%
27,795
+1,344
543
$2.11M 0.04%
+90,747
544
$2.11M 0.04%
101,156
+15,378
545
$2.1M 0.04%
101,158
+129
546
$2.08M 0.04%
112,725
+30,284
547
$2.07M 0.04%
144,708
+43,429
548
$2.06M 0.04%
213,894
+1,621
549
$2.06M 0.04%
126,575
-1,681
550
$2.05M 0.04%
96,315
+4,451
20 21
22
23 24