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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.4M
3
+$13.7M
4
ICUI icon
ICU Medical
ICUI
+$13.2M
5
FET icon
Forum Energy Technologies
FET
+$13M

Top Sells

1
+$20.8M
2
+$19M
3
+$17.4M
4
CLC
Clarcor
CLC
+$16.3M
5
AEL
American Equity Investment Life Holding Company
AEL
+$15.7M

Sector Composition

1 Financials 20.68%
2 Technology 15.4%
3 Industrials 13.98%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$379K 0.01%
24,777
-91
702
$345K 0.01%
149,770
+38,742
703
$328K 0.01%
30,541
+14,068
704
$323K 0.01%
+69,526
705
$229K ﹤0.01%
+17,900
706
$226K ﹤0.01%
27,086
707
$225K ﹤0.01%
+16,047
708
$213K ﹤0.01%
+12,607
709
$171K ﹤0.01%
+10,336
710
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2,919
-61,124
711
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11,826
712
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28,150
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713
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715
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716
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717
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718
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719
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720
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721
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722
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723
– –
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724
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-42,775
725
– –
-105,498
27 28
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