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
101
$15.6M 0.27%
298,884
-204,008
102
$15.5M 0.27%
130,557
+47,961
103
$15.4M 0.27%
5,500,310
-153,250
104
$15.2M 0.26%
209,213
-52,339
105
$15.2M 0.26%
+338,777
106
$15.2M 0.26%
391,968
-192,025
107
$15M 0.26%
+506,675
108
$14.8M 0.26%
497,263
-21,471
109
$14.8M 0.26%
89,171
+17,429
110
$14.6M 0.25%
412,034
+40,899
111
$14.5M 0.25%
84,741
+5,023
112
$14.3M 0.25%
186,614
-206,907
113
$14.3M 0.25%
462,885
-238,794
114
$14.2M 0.25%
167,064
-4,157
115
$14.2M 0.25%
213,751
-27,850
116
$14.1M 0.25%
784,814
-95,747
117
$14M 0.24%
290,964
+76,013
118
$14M 0.24%
977,926
+285,963
119
$14M 0.24%
656,056
+133,711
120
$13.8M 0.24%
193,223
+82,916
121
$13.7M 0.24%
328,268
-106,182
122
$13.6M 0.24%
159,685
-43,560
123
$13.5M 0.24%
314,466
-8,955
124
$13.5M 0.24%
1,233,813
+190,690
125
$13.5M 0.23%
262,393
+59,663
3 4
5
6 7