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
651
$970K 0.02%
36,662
+1,703
652
$961K 0.02%
125,182
+25,448
653
$921K 0.02%
55,038
+41,998
654
$867K 0.02%
316,338
-27,221
655
$857K 0.02%
37,021
+1,447
656
$849K 0.02%
29,197
+1,328
657
$849K 0.02%
+53,550
658
$848K 0.02%
49,410
+2,283
659
$842K 0.02%
+28,545
660
$825K 0.02%
458,060
+20,345
661
$825K 0.02%
41,898
+1,946
662
$823K 0.02%
211,529
+9,565
663
$813K 0.02%
119,314
+91,122
664
$807K 0.02%
+48,039
665
$773K 0.01%
+50,107
666
$758K 0.01%
+49,628
667
$757K 0.01%
14,747
+71
668
$730K 0.01%
113,265
+5,293
669
$728K 0.01%
+20,869
670
$723K 0.01%
15,633
-948
671
$722K 0.01%
424,899
+18,359
672
$718K 0.01%
292,882
+13,515
673
$693K 0.01%
66,857
+806
674
$656K 0.01%
+55,870
675
$643K 0.01%
68,496
-80
25 26
27
28 29