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
551
$2.65M 0.05%
+199,841
552
$2.62M 0.05%
75,201
-109,125
553
$2.6M 0.05%
200,114
+22,849
554
$2.59M 0.05%
+173,299
555
$2.58M 0.04%
498,863
+229,932
556
$2.53M 0.04%
94,174
-21,897
557
$2.5M 0.04%
1,626,721
+131,726
558
$2.5M 0.04%
+159,003
559
$2.5M 0.04%
149,720
+125,420
560
$2.49M 0.04%
+31,713
561
$2.47M 0.04%
49,841
-19,073
562
$2.44M 0.04%
263,969
-7,359
563
$2.41M 0.04%
727,991
-30,790
564
$2.4M 0.04%
+139,878
565
$2.39M 0.04%
201,624
-157,124
566
$2.37M 0.04%
65,703
-403
567
$2.35M 0.04%
+150,000
568
$2.35M 0.04%
81,348
-6,407
569
$2.35M 0.04%
228,607
+26,602
570
$2.35M 0.04%
194,170
-52,052
571
$2.34M 0.04%
1,082,250
-37,056
572
$2.32M 0.04%
172,770
+94,212
573
$2.32M 0.04%
900,165
-40,950
574
$2.32M 0.04%
169,043
+53,525
575
$2.31M 0.04%
13,068
-3,111
21 22
23
24 25