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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$10.3M
4
HTO
H2O America
HTO
+$9.73M
5
IVC
Invacare Corporation
IVC
+$9.18M

Top Sells

1
+$19.4M
2
+$19.4M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$13.6M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.62%
2 Industrials 14.87%
3 Technology 14.12%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.15M 0.05%
874,914
-59,269
527
$2.15M 0.05%
205,396
-25,000
528
$2.15M 0.05%
50,863
-43,369
529
$2.13M 0.05%
194,382
-421
530
$2.12M 0.05%
499,192
+299,192
531
$2.1M 0.05%
+179,650
532
$2.1M 0.05%
82,936
-167,212
533
$2.08M 0.05%
249,811
-10,565
534
$2.04M 0.05%
144,650
-7,433
535
$2.03M 0.05%
117,380
-853
536
$2.01M 0.05%
+49,906
537
$2M 0.05%
272,875
-592
538
$1.99M 0.05%
65,371
-9,806
539
$1.95M 0.05%
+75,000
540
$1.9M 0.05%
209,174
-100,673
541
$1.87M 0.05%
60,909
542
$1.86M 0.05%
+20,000
543
$1.83M 0.05%
184,534
+113,654
544
$1.79M 0.04%
103,945
-73,914
545
$1.78M 0.04%
102,419
-109,964
546
$1.77M 0.04%
38,647
-61,944
547
$1.76M 0.04%
57,103
548
$1.76M 0.04%
173,480
+70,000
549
$1.75M 0.04%
105,903
-50,000
550
$1.74M 0.04%
42,767
-1,296
20 21
22
23 24