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
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$22.8M
3
+$19.8M
4
OIS icon
Oil States International
OIS
+$19.7M
5
EDR
Education Realty Trust Inc
EDR
+$19.2M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$21.3M
4
AXL icon
American Axle
AXL
+$16.3M
5
OLN icon
Olin
OLN
+$16.2M

Sector Composition

1 Financials 21.82%
2 Technology 13.98%
3 Industrials 13.58%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$288K 0.01%
+14,431
702
$283K ﹤0.01%
+33,342
703
$245K ﹤0.01%
233,171
-10,065
704
$214K ﹤0.01%
+11,438
705
$191K ﹤0.01%
+10,075
706
$190K ﹤0.01%
+16,473
707
$180K ﹤0.01%
27,086
708
$165K ﹤0.01%
+30,000
709
$100K ﹤0.01%
13,675
-573,652
710
$85K ﹤0.01%
+17,051
711
$70K ﹤0.01%
11,826
-200,000
712
$68K ﹤0.01%
+330
713
$39K ﹤0.01%
16,200
-15,066
714
– –
-72,931
715
– –
-176,672
716
– –
-58,781
717
– –
-43,999
718
– –
-211,904
719
– –
-949,438
720
– –
-124,853
721
– –
-149,090
722
– –
-10,853
723
– –
-99,738
724
– –
-140,931
725
– –
-373,225
27 28
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