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
576
$1.37M 0.03%
50,060
-38,993
577
$1.36M 0.03%
+149,696
578
$1.36M 0.03%
50,732
579
$1.36M 0.03%
213,402
+24,390
580
$1.34M 0.03%
151,628
581
$1.34M 0.03%
202,436
-657,548
582
$1.33M 0.03%
+49,899
583
$1.33M 0.03%
176,502
-213,380
584
$1.32M 0.03%
+150,000
585
$1.3M 0.03%
+15,799
586
$1.27M 0.03%
+500,000
587
$1.27M 0.03%
34,369
-44,476
588
$1.26M 0.03%
399,212
-332,080
589
$1.24M 0.03%
104,337
-403,715
590
$1.24M 0.03%
96,901
-211
591
$1.24M 0.03%
+157,000
592
$1.22M 0.03%
+200,000
593
$1.2M 0.03%
35,483
+200
594
$1.2M 0.03%
+175,000
595
$1.19M 0.03%
81,113
-11,739
596
$1.19M 0.03%
49,088
-145,289
597
$1.18M 0.03%
+24,739
598
$1.16M 0.03%
+33,157
599
$1.15M 0.03%
144
+1
600
$1.14M 0.03%
793,350
-121,245
22 23
24
25 26