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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$10.3M
4
HTO
H2O America
HTO
+$9.73M
5
IVC
Invacare Corporation
IVC
+$9.18M

Top Sells

1
+$19.4M
2
+$19.4M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$13.6M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.62%
2 Industrials 14.87%
3 Technology 14.12%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$476K 0.01%
553,104
+248,871
652
$470K 0.01%
22,630
653
$467K 0.01%
+100,000
654
$465K 0.01%
51,678
655
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38,300
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656
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-143,298
657
$437K 0.01%
60,308
-257,396
658
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659
$404K 0.01%
20,639
-1,547
660
$403K 0.01%
19,879
661
$373K 0.01%
20,453
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662
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663
$339K 0.01%
27,371
-25,659
664
$337K 0.01%
14,807
-119,606
665
$320K 0.01%
40,099
666
$318K 0.01%
7,688
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$312K 0.01%
21,045
-150,994
668
$304K 0.01%
14,494
669
$290K 0.01%
11,683
-43,472
670
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331,168
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671
$258K 0.01%
+12,618
672
$256K 0.01%
253,845
673
$247K 0.01%
31,066
+2,165
674
$247K 0.01%
9,396
675
$183K ﹤0.01%
12,835
-7,540
25 26
27
28 29