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
$4.92B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$39.3M
3
+$38.9M
4
IOSP icon
Innospec
IOSP
+$38.3M
5
WWD icon
Woodward
WWD
+$35.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.16%
2 Industrials 13.06%
3 Technology 12.44%
4 Consumer Discretionary 10.78%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.3M 0.35%
+384,592
52
$17.3M 0.35%
+602,390
53
$17.2M 0.35%
+562,722
54
$17.1M 0.35%
+1,052,536
55
$17M 0.35%
+297,526
56
$16.9M 0.34%
+346,864
57
$16.6M 0.34%
+710,106
58
$16.6M 0.34%
+441,837
59
$16.4M 0.33%
+716,831
60
$16.4M 0.33%
+477,264
61
$16.3M 0.33%
+272,438
62
$16.3M 0.33%
+721,729
63
$16.2M 0.33%
+807,394
64
$16.2M 0.33%
+706,844
65
$16.2M 0.33%
+324,145
66
$16M 0.32%
+502,587
67
$15.9M 0.32%
+637,907
68
$15.8M 0.32%
+270,525
69
$15.8M 0.32%
+500,560
70
$15.7M 0.32%
+1,132,529
71
$15.6M 0.32%
+346,306
72
$15.5M 0.32%
+745,929
73
$15.5M 0.31%
+1,163,541
74
$15.2M 0.31%
+1,160,900
75
$15.2M 0.31%
+512,251
1 2
3
4 5