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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.3M
3
+$13.3M
4
EFII
Electronics for Imaging
EFII
+$12.7M
5
ITRI icon
Itron
ITRI
+$12.6M

Top Sells

1
+$30.8M
2
+$16.2M
3
+$15.4M
4
GBX icon
The Greenbrier Companies
GBX
+$14.7M
5
STE icon
Steris
STE
+$14M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.93%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-61,978
752
– –
-267,029
753
– –
-102,019
754
– –
-33,474
755
– –
-65,547
756
– –
-292,248
757
– –
-32,240
758
– –
-28,134
759
– –
-126,399
760
– –
-69,093
761
– –
-233,504
762
– –
-28,082
763
– –
-551,670
764
– –
-111,073
765
– –
-150,406
766
– –
-141,059
767
– –
-7,589
768
– –
-468,127
769
– –
-60,110
770
– –
-238,038
771
– –
-53,893
772
– –
-107,972
773
– –
-436,229
774
– –
-104,558
775
– –
-214,507
29 30
31
32 33