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
601
$205K ﹤0.01%
+1,628
602
$179K ﹤0.01%
12,644
603
$166K ﹤0.01%
639
-1,154
604
$93K ﹤0.01%
+15,485
605
$41K ﹤0.01%
26,882
+1,599
606
$39K ﹤0.01%
13,509
+802
607
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608
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609
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610
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-8,023
611
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-105,097
612
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613
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614
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615
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616
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617
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618
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619
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621
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623
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624
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625
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23 24
25
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