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
151
$10.8M 0.23%
205,147
+53,987
152
$10.8M 0.23%
179,491
-10,074
153
$10.7M 0.23%
191,161
-3,495
154
$10.7M 0.23%
250,590
+8,293
155
$10.7M 0.23%
204,822
+106,466
156
$10.7M 0.23%
104,462
-2,819
157
$10.7M 0.22%
314,214
-8,137
158
$10.6M 0.22%
154,633
-4,519
159
$10.6M 0.22%
40,140
-1,962
160
$10.5M 0.22%
481,607
+41,351
161
$10.4M 0.22%
528,607
-9,569
162
$10.4M 0.22%
66,741
-1,863
163
$10.4M 0.22%
375,496
-37,279
164
$10.3M 0.22%
199,714
-5,695
165
$10.3M 0.22%
166,330
+37,573
166
$10.2M 0.22%
166,567
+19,878
167
$10.2M 0.22%
66,667
-10,078
168
$10.1M 0.21%
503,979
-24,757
169
$10M 0.21%
88,395
-2,483
170
$9.98M 0.21%
578,336
+11,792
171
$9.95M 0.21%
83,481
+35,246
172
$9.88M 0.21%
129,063
-20,134
173
$9.83M 0.21%
838,494
-32,540
174
$9.83M 0.21%
223,893
+104,770
175
$9.77M 0.21%
177,355
-15,849
5 6
7
8 9