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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.3M
3
+$14.6M
4
SWY
SAFEWAY INC
SWY
+$14.1M
5
LRN icon
Stride
LRN
+$12.8M

Top Sells

1
+$17.8M
2
+$13.4M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.9M

Sector Composition

1 Financials 14.17%
2 Industrials 13.02%
3 Technology 12.22%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-6,936
752
– –
-650,984
753
– –
-235,731
754
– –
-277,432
755
– –
-194,882
756
– –
-41,975
757
– –
-116,800
758
– –
-164,335
759
– –
-82,443
760
– –
-65,321
761
– –
-73,900
762
– –
-177,868
763
– –
-374,115
764
– –
-74,732
765
– –
-266,778
766
– –
-210,683
767
– –
-10,290
768
– –
-627,068
769
– –
-21,210
770
– –
-150,143
771
– –
-1,951
772
– –
-103,205
773
– –
-70,632
774
– –
-282,215
775
– –
-68,971
29 30
31
32 33