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
$4.92B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.1M
3
+$11.9M
4
PINC
Premier
PINC
+$10.6M
5
STAG icon
STAG Industrial
STAG
+$10.3M

Top Sells

1
+$20.9M
2
+$19.5M
3
+$15.8M
4
IRC
INLAND REAL ESTATE CORP
IRC
+$14.8M
5
UIS icon
Unisys
UIS
+$12.7M

Sector Composition

1 Financials 16.85%
2 Technology 16.07%
3 Industrials 13.58%
4 Real Estate 10.49%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.77M 0.04%
34,180
+12,120
602
$1.76M 0.04%
+249,051
603
$1.75M 0.04%
87,772
-2,808
604
$1.73M 0.04%
86,157
-2,363
605
$1.73M 0.04%
98,481
-1,222
606
$1.73M 0.04%
72,350
607
$1.72M 0.04%
86,196
-699
608
$1.72M 0.03%
70,387
609
$1.71M 0.03%
325,996
-8,236
610
$1.69M 0.03%
99,614
+63,675
611
$1.68M 0.03%
34,610
+891
612
$1.67M 0.03%
51,133
+29,686
613
$1.67M 0.03%
90,109
614
$1.67M 0.03%
52,958
-192,113
615
$1.66M 0.03%
51,159
+1,952
616
$1.66M 0.03%
79,591
617
$1.65M 0.03%
83,144
618
$1.65M 0.03%
17,633
+3,274
619
$1.64M 0.03%
21,330
-4,973
620
$1.62M 0.03%
80,421
-1,868
621
$1.6M 0.03%
41,304
+1,114
622
$1.6M 0.03%
228,170
623
$1.59M 0.03%
151,983
+52,279
624
$1.59M 0.03%
84,323
+2,107
625
$1.58M 0.03%
+65,988
23 24
25
26 27