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
151
$12.1M 0.21%
517,279
+105,354
152
$12.1M 0.21%
158,406
-1,586
153
$12M 0.21%
277,137
-29,186
154
$11.9M 0.21%
106,364
-3,235
155
$11.7M 0.2%
817,373
+362,129
156
$11.7M 0.2%
589,932
-89,184
157
$11.6M 0.2%
739,969
+453,033
158
$11.5M 0.2%
603,833
-28,130
159
$11.2M 0.19%
101,555
-12,126
160
$11.1M 0.19%
444,583
+7,168
161
$11.1M 0.19%
266,069
-32,673
162
$11.1M 0.19%
355,084
+19,883
163
$10.9M 0.19%
476,751
+321,444
164
$10.9M 0.19%
+490,302
165
$10.9M 0.19%
394,548
+226,748
166
$10.9M 0.19%
+264,664
167
$10.8M 0.19%
357,887
-15,449
168
$10.8M 0.19%
315,615
-9,785
169
$10.8M 0.19%
458,695
-268,052
170
$10.7M 0.19%
670,400
-169,692
171
$10.7M 0.19%
+148,761
172
$10.7M 0.19%
336,962
-127,390
173
$10.6M 0.18%
332,521
+60,481
174
$10.5M 0.18%
+174,300
175
$10.4M 0.18%
156,931
+3,928
5 6
7
8 9