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
151
$8.42M 0.21%
224,353
-572
152
$8.38M 0.21%
293,948
+67,501
153
$8.37M 0.21%
330,812
-9,519
154
$8.3M 0.21%
638,117
-1,387
155
$8.22M 0.2%
192,649
-3,498
156
$8.12M 0.2%
+265,285
157
$8.1M 0.2%
187,354
-13,301
158
$8.09M 0.2%
158,383
-3,327
159
$8.07M 0.2%
358,730
+99,375
160
$8.07M 0.2%
240,739
-182,499
161
$8.06M 0.2%
633,858
-192,976
162
$8.04M 0.2%
112,017
-31,708
163
$8M 0.2%
109,692
-22,226
164
$7.99M 0.2%
391,544
-6,284
165
$7.94M 0.2%
1,435,629
-464,274
166
$7.93M 0.2%
245,609
+159,100
167
$7.89M 0.2%
97,023
-223
168
$7.87M 0.2%
531,611
-278,206
169
$7.87M 0.2%
473,096
+109,040
170
$7.86M 0.2%
96,444
-587
171
$7.85M 0.2%
549,906
+43,938
172
$7.84M 0.19%
307,355
-15,607
173
$7.83M 0.19%
228,178
-4,180
174
$7.81M 0.19%
229,232
-3,451
175
$7.8M 0.19%
495,846
-204,503
5 6
7
8 9