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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.3M
3
+$13.3M
4
EFII
Electronics for Imaging
EFII
+$12.7M
5
ITRI icon
Itron
ITRI
+$12.6M

Top Sells

1
+$30.8M
2
+$16.2M
3
+$15.4M
4
GBX icon
The Greenbrier Companies
GBX
+$14.7M
5
STE icon
Steris
STE
+$14M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.93%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.55M 0.18%
+404,039
202
$9.52M 0.18%
+185,137
203
$9.5M 0.18%
246,384
+209,064
204
$9.48M 0.18%
794,054
+347,443
205
$9.47M 0.18%
540,477
-8,463
206
$9.46M 0.18%
657,744
-239,172
207
$9.46M 0.18%
636,828
-9,666
208
$9.45M 0.18%
1,257,196
-35,834
209
$9.43M 0.18%
280,004
+1,217
210
$9.39M 0.17%
579,604
-85,603
211
$9.31M 0.17%
80,836
+448
212
$9.29M 0.17%
690,995
-187,204
213
$9.28M 0.17%
86,403
-307
214
$9.25M 0.17%
169,362
-99
215
$9.24M 0.17%
645,089
-788
216
$9.21M 0.17%
438,454
+112,640
217
$9.18M 0.17%
562,101
-10,139
218
$9.16M 0.17%
47,492
-4,549
219
$9.16M 0.17%
360,418
-31,426
220
$9.15M 0.17%
398,590
+63,357
221
$9.11M 0.17%
759,357
+13,304
222
$9.11M 0.17%
277,325
+1,729
223
$9.05M 0.17%
411,003
-5,912
224
$9.01M 0.17%
352,569
+767
225
$8.95M 0.17%
230,611
-20,638
7 8
9
10 11