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
576
$387K 0.01%
+5,609
577
$377K 0.01%
5,622
578
$376K 0.01%
8,133
-259
579
$344K 0.01%
11,745
-212
580
$337K 0.01%
27,810
-2,159
581
$329K 0.01%
31,193
-2,740
582
$327K 0.01%
+27,698
583
$327K 0.01%
11,066
-946
584
$309K 0.01%
1,935
-164
585
$301K 0.01%
+4,383
586
$298K 0.01%
21,739
587
$296K 0.01%
3,797
-232
588
$292K 0.01%
4,043
-313
589
$289K 0.01%
2,443
-209
590
$271K 0.01%
577
591
$268K 0.01%
7,080
592
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593
$236K 0.01%
+1,567
594
$234K ﹤0.01%
11,253
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595
$233K ﹤0.01%
+1,155
596
$229K ﹤0.01%
7,533
-531
597
$225K ﹤0.01%
+1,664
598
$213K ﹤0.01%
+7,136
599
$207K ﹤0.01%
+1,164
600
$206K ﹤0.01%
3,304
-89
22 23
24
25 26