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
126
$9.22M 0.23%
296,416
-645
127
$9.18M 0.23%
155,803
-30,906
128
$9.17M 0.23%
136,197
-19,646
129
$9.17M 0.23%
242,767
+176,700
130
$9.15M 0.23%
135,823
-1,591
131
$8.99M 0.22%
227,721
-4,210
132
$8.98M 0.22%
478,888
+53,099
133
$8.95M 0.22%
145,903
-53,507
134
$8.93M 0.22%
116,956
+86,257
135
$8.91M 0.22%
94,880
+4,679
136
$8.89M 0.22%
839,173
+7,200
137
$8.89M 0.22%
106,277
+2,732
138
$8.86M 0.22%
887,855
+49,708
139
$8.86M 0.22%
1,743,571
+419,906
140
$8.83M 0.22%
61,731
-1,364
141
$8.69M 0.22%
449,688
+317,274
142
$8.65M 0.21%
739,711
+29,192
143
$8.63M 0.21%
201,187
-3,732
144
$8.59M 0.21%
140,710
+85,022
145
$8.53M 0.21%
145,662
+64,275
146
$8.52M 0.21%
128,099
+17,259
147
$8.51M 0.21%
96,149
-2,372
148
$8.5M 0.21%
294,618
-641
149
$8.49M 0.21%
527,974
-100,374
150
$8.44M 0.21%
351,866
+227,308
4 5
6
7 8