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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$10.3M
4
HTO
H2O America
HTO
+$9.73M
5
IVC
Invacare Corporation
IVC
+$9.18M

Top Sells

1
+$19.4M
2
+$19.4M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$13.6M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.62%
2 Industrials 14.87%
3 Technology 14.12%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.5M 0.29%
229,630
+45,720
77
$11.4M 0.28%
729,906
-431,236
78
$11.4M 0.28%
501,622
-38,872
79
$11.4M 0.28%
172,793
-3,842
80
$11.4M 0.28%
182,124
+6,475
81
$11.4M 0.28%
270,774
-4,237
82
$11.3M 0.28%
612,394
+40,244
83
$11.2M 0.28%
168,009
+3,501
84
$11M 0.27%
+380,075
85
$11M 0.27%
804,286
+18,967
86
$10.9M 0.27%
117,477
-2,191
87
$10.9M 0.27%
1,120,330
-154,124
88
$10.9M 0.27%
297,615
+72,193
89
$10.8M 0.27%
495,047
-51,010
90
$10.7M 0.27%
201,353
-11,970
91
$10.7M 0.26%
827,604
-18,660
92
$10.6M 0.26%
308,051
+30,141
93
$10.6M 0.26%
716,851
-1,548
94
$10.5M 0.26%
217,051
-527
95
$10.5M 0.26%
331,924
+69,001
96
$10.4M 0.26%
972,164
+240,786
97
$10.4M 0.26%
1,109,417
+222,250
98
$10.4M 0.26%
232,884
-2,809
99
$10.3M 0.26%
146,698
-223
100
$10.3M 0.26%
124,317
-271
2 3
4
5 6