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
101
$13.9M 0.29%
312,914
-28,883
102
$13.7M 0.29%
297,615
-8,508
103
$13.4M 0.28%
285,323
-11,446
104
$13.4M 0.28%
529,240
+96,922
105
$13.3M 0.28%
54,512
+9,664
106
$13.3M 0.28%
85,487
-2,405
107
$13.3M 0.28%
314,175
+61,057
108
$13.3M 0.28%
471,967
+39,890
109
$13.2M 0.28%
335,232
-5,929
110
$13.2M 0.28%
649,318
-29,429
111
$13.2M 0.28%
641,362
-66,562
112
$13.2M 0.28%
500,313
-9,015
113
$13.1M 0.28%
77,676
-4,027
114
$13M 0.27%
88,615
-3,803
115
$13M 0.27%
47,211
-1,361
116
$13M 0.27%
215,676
+27,614
117
$12.9M 0.27%
262,768
-384,724
118
$12.7M 0.27%
295,666
-7,138
119
$12.5M 0.26%
255,334
+5,211
120
$12.5M 0.26%
641,356
+21,788
121
$12.4M 0.26%
1,052,225
+57,315
122
$12.3M 0.26%
42,538
-13,707
123
$12.3M 0.26%
113,865
-2,471
124
$12.2M 0.26%
137,936
-220
125
$12.2M 0.26%
262,467
-14,926
3 4
5
6 7