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
$4.74B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$15.9M
3
+$15.2M
4
STKL
SunOpta
STKL
+$13M
5
FIBK icon
First Interstate BancSystem
FIBK
+$9.4M

Top Sells

1
+$28.2M
2
+$18.9M
3
+$15.1M
4
LDL
Lydall, Inc.
LDL
+$13.9M
5
ROG icon
Rogers Corp
ROG
+$13.5M

Sector Composition

1 Financials 22.07%
2 Industrials 16.1%
3 Technology 13.25%
4 Consumer Discretionary 11.72%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.3M 0.34%
1,391,804
+723,946
77
$16.3M 0.34%
643,490
-140,355
78
$16M 0.34%
151,579
-4,017
79
$15.9M 0.34%
320,078
-2,359
80
$15.6M 0.33%
68,314
-1,800
81
$15.5M 0.33%
1,010,065
-5,403
82
$15.4M 0.33%
125,503
-13,719
83
$15.1M 0.32%
372,173
+231,043
84
$15.1M 0.32%
301,784
+1,389
85
$14.9M 0.31%
933,080
-165,295
86
$14.7M 0.31%
602,539
-14,286
87
$14.7M 0.31%
350,611
+95,843
88
$14.5M 0.3%
2,891,341
-290,803
89
$14.5M 0.3%
154,799
-5,830
90
$14.2M 0.3%
893,147
-516
91
$14.2M 0.3%
214,055
-4,830
92
$14.2M 0.3%
790,716
+8,016
93
$14.1M 0.3%
101,095
+6,768
94
$14.1M 0.3%
227,070
-18,712
95
$14M 0.3%
1,463,585
+157,468
96
$14M 0.3%
66,263
-2,004
97
$14M 0.3%
229,724
+20,498
98
$13.9M 0.29%
2,045,745
-98,302
99
$13.9M 0.29%
625,965
+52,427
100
$13.9M 0.29%
624,320
+4,173
2 3
4
5 6