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
526
$3.06M 0.05%
691,338
-100,092
527
$3.05M 0.05%
+625,301
528
$2.99M 0.05%
88,060
+1,898
529
$2.99M 0.05%
239,054
+169,177
530
$2.98M 0.05%
+231,000
531
$2.98M 0.05%
101,533
-620
532
$2.96M 0.05%
170,459
-13,074
533
$2.95M 0.05%
22,093
-134
534
$2.95M 0.05%
230,089
-10,522
535
$2.94M 0.05%
429,272
-21,960
536
$2.94M 0.05%
83,273
-60,957
537
$2.93M 0.05%
111,126
+81,554
538
$2.93M 0.05%
118,151
+4,930
539
$2.92M 0.05%
450,619
-19,319
540
$2.87M 0.05%
241,047
+1,073
541
$2.85M 0.05%
1,148,284
-8,009
542
$2.83M 0.05%
62,313
-86,832
543
$2.76M 0.05%
360
-858
544
$2.76M 0.05%
292,074
+1,009
545
$2.75M 0.05%
248,571
-144,725
546
$2.75M 0.05%
199,819
+32,904
547
$2.72M 0.05%
648,053
+74,277
548
$2.71M 0.05%
378,737
-16,872
549
$2.68M 0.05%
131,631
-283,776
550
$2.66M 0.05%
+193,706
20 21
22
23 24