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
$4.74B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$15.9M
3
+$15.2M
4
STKL
SunOpta
STKL
+$13M
5
FIBK icon
First Interstate BancSystem
FIBK
+$9.4M

Top Sells

1
+$28.2M
2
+$18.9M
3
+$15.1M
4
LDL
Lydall, Inc.
LDL
+$13.9M
5
ROG icon
Rogers Corp
ROG
+$13.5M

Sector Composition

1 Financials 22.07%
2 Industrials 16.1%
3 Technology 13.25%
4 Consumer Discretionary 11.72%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20M 0.42%
67,494
-1,957
52
$19.8M 0.42%
193,602
-6,286
53
$19.7M 0.41%
422,450
-29,556
54
$19.6M 0.41%
415,977
-7,179
55
$19.1M 0.4%
792,930
-14,837
56
$18.8M 0.4%
323,304
+2,323
57
$18.5M 0.39%
111,404
-3,320
58
$18.5M 0.39%
311,876
+23,308
59
$18.5M 0.39%
2,660,691
+1,868,637
60
$18.5M 0.39%
286,520
-41,769
61
$18.3M 0.39%
214,270
-26,776
62
$17.8M 0.38%
65,166
-49,605
63
$17.7M 0.37%
504,340
-214,397
64
$17.6M 0.37%
185,648
+42,960
65
$17.5M 0.37%
290,344
-28,899
66
$17.3M 0.36%
290,412
-40,665
67
$17.2M 0.36%
994,116
-33,604
68
$17.1M 0.36%
166,844
-3,914
69
$17.1M 0.36%
495,740
-97,240
70
$17.1M 0.36%
1,239,292
-20,899
71
$17M 0.36%
369,843
-3,940
72
$16.7M 0.35%
669,826
-20,221
73
$16.6M 0.35%
392,108
-6,624
74
$16.6M 0.35%
580,306
+165,035
75
$16.4M 0.35%
184,947
-25,662
1 2
3
4 5