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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.3M
3
+$13.3M
4
EFII
Electronics for Imaging
EFII
+$12.7M
5
ITRI icon
Itron
ITRI
+$12.6M

Top Sells

1
+$30.8M
2
+$16.2M
3
+$15.4M
4
GBX icon
The Greenbrier Companies
GBX
+$14.7M
5
STE icon
Steris
STE
+$14M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.93%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.51M 0.03%
104,245
+645
602
$1.51M 0.03%
9,043
-120
603
$1.5M 0.03%
251,807
+122,219
604
$1.47M 0.03%
112,641
-36,074
605
$1.46M 0.03%
75,108
+3,202
606
$1.46M 0.03%
86,790
+3,867
607
$1.45M 0.03%
66,856
+16,856
608
$1.44M 0.03%
190,180
-13,834
609
$1.44M 0.03%
29,700
-14,518
610
$1.43M 0.03%
33,285
+339
611
$1.43M 0.03%
+10,089
612
$1.41M 0.03%
+148,789
613
$1.4M 0.03%
179,819
+7,790
614
$1.4M 0.03%
106,374
+764
615
$1.4M 0.03%
211,084
-596,085
616
$1.4M 0.03%
+96,918
617
$1.38M 0.03%
166,143
-161,053
618
$1.38M 0.03%
2,476
-33
619
$1.37M 0.03%
124,168
+25,931
620
$1.36M 0.03%
458,347
+852
621
$1.34M 0.02%
+81,809
622
$1.33M 0.02%
402,016
+4,673
623
$1.33M 0.02%
+55,667
624
$1.32M 0.02%
296,765
+2,056
625
$1.32M 0.02%
122,931
+784
23 24
25
26 27