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
801
– –
-199,748
802
– –
-124,628
803
– –
-278,780
804
– –
-132,851
805
– –
-1,179,225
806
– –
-421,592
807
– –
-19,833
808
– –
-98,997
809
– –
-164,356
810
– –
-175,817
811
– –
-11,077
812
– –
-222,816
813
– –
-246,110
814
– –
-130,915
815
– –
-584,145
816
– –
-130,408
817
– –
-192,756
818
– –
-55,139
819
– –
-126,043
820
– –
-299,746
29 30 31 32
33