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
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$22.8M
3
+$19.8M
4
OIS icon
Oil States International
OIS
+$19.7M
5
EDR
Education Realty Trust Inc
EDR
+$19.2M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$21.3M
4
AXL icon
American Axle
AXL
+$16.3M
5
OLN icon
Olin
OLN
+$16.2M

Sector Composition

1 Financials 21.82%
2 Technology 13.98%
3 Industrials 13.58%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-70,049
777
– –
-44,375
778
– –
-45,320
779
– –
-242,572
780
– –
-47,380
781
– –
-118,981
782
– –
-121,541
783
– –
-454,871
784
– –
-766,245
785
– –
-157,132
786
– –
-286,585
787
– –
-407,758
788
– –
-42,068
789
– –
-11,571
790
– –
-264,298
791
– –
-21,447
792
– –
-191,260
793
– –
-146,545
794
– –
-97,092
795
– –
-498,654
796
– –
-105,453
797
– –
-49,264
798
– –
-513,375
799
– –
-96,999
800
– –
-78,346
29 30 31
32
33