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
526
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3,250
-278
527
$857K 0.02%
599,011
-360,319
528
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15,951
-1,360
529
$834K 0.02%
45,358
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$825K 0.02%
113,505
-10,742
531
$822K 0.02%
19,068
-1,020
532
$769K 0.02%
1,864
-124
533
$769K 0.02%
+42,420
534
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4,404
-378
535
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333,841
-34,033
536
$752K 0.02%
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537
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27,363
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9,632
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539
$734K 0.02%
6,418
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$733K 0.02%
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541
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543
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24,154
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546
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2,385
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547
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10,025
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548
$605K 0.01%
17,361
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549
$600K 0.01%
3,671
-317
550
$579K 0.01%
19,855
+1,821
20 21
22
23 24