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
551
$574K 0.01%
10,800
-921
552
$561K 0.01%
59,012
-2,145
553
$555K 0.01%
18,697
-1,721
554
$555K 0.01%
5,029
-461
555
$534K 0.01%
+2,181
556
$533K 0.01%
5,483
-421
557
$524K 0.01%
+12,152
558
$517K 0.01%
31,680
-2,058
559
$503K 0.01%
18,296
-28
560
$498K 0.01%
11,011
-938
561
$496K 0.01%
8,564
-664
562
$490K 0.01%
4,131
-352
563
$485K 0.01%
35,894
-4,130
564
$480K 0.01%
3,919
-24,525
565
$466K 0.01%
3,623
-309
566
$465K 0.01%
24,912
-37
567
$456K 0.01%
9,477
-808
568
$445K 0.01%
+8,067
569
$437K 0.01%
12,544
-1,070
570
$430K 0.01%
2,159
571
$424K 0.01%
2,371
572
$421K 0.01%
1,197
-93
573
$410K 0.01%
1,250
-106
574
$404K 0.01%
16,571
-1,288
575
$400K 0.01%
5,458
21 22
23
24 25