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
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.1M
3
+$11.9M
4
PINC
Premier
PINC
+$10.6M
5
STAG icon
STAG Industrial
STAG
+$10.3M

Top Sells

1
+$20.9M
2
+$19.5M
3
+$15.8M
4
IRC
INLAND REAL ESTATE CORP
IRC
+$14.8M
5
UIS icon
Unisys
UIS
+$12.7M

Sector Composition

1 Financials 16.85%
2 Technology 16.07%
3 Industrials 13.58%
4 Real Estate 10.49%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$97K ﹤0.01%
+4,608
727
$28K ﹤0.01%
13,300
-96,287
728
$25K ﹤0.01%
10,340
729
– –
-58,381
730
– –
-521,553
731
– –
-176,025
732
– –
-15,205
733
– –
-98,997
734
– –
-8,124
735
– –
-103,702
736
– –
-221,195
737
– –
-651,832
738
– –
-175,817
739
– –
-434,750
740
– –
-296,510
741
– –
-22,978
742
– –
-119,916
743
– –
-73,940
744
– –
-81,602
745
– –
-173,058
746
– –
-202,444
747
– –
-229,894
748
– –
-519,743
749
– –
-596,229
750
– –
-63,379
28 29
30
31 32