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
$4.92B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.1M
3
+$11.9M
4
PINC
Premier
PINC
+$10.6M
5
STAG icon
STAG Industrial
STAG
+$10.3M

Top Sells

1
+$20.9M
2
+$19.5M
3
+$15.8M
4
IRC
INLAND REAL ESTATE CORP
IRC
+$14.8M
5
UIS icon
Unisys
UIS
+$12.7M

Sector Composition

1 Financials 16.85%
2 Technology 16.07%
3 Industrials 13.58%
4 Real Estate 10.49%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.33M 0.17%
227,004
+1,278
202
$8.31M 0.17%
241,766
+21,670
203
$8.3M 0.17%
298,873
-7,044
204
$8.29M 0.17%
153,123
-11,998
205
$8.29M 0.17%
459,444
-12,245
206
$8.28M 0.17%
124,219
-162,780
207
$8.26M 0.17%
90,833
-5,911
208
$8.24M 0.17%
774,539
-22,382
209
$8.24M 0.17%
+558,971
210
$8.09M 0.16%
822,208
+8,456
211
$8.06M 0.16%
221,453
-2,685
212
$8.03M 0.16%
276,003
+142,576
213
$8.02M 0.16%
505,180
+240,815
214
$7.97M 0.16%
372,925
-2,908
215
$7.95M 0.16%
800,886
+250,302
216
$7.95M 0.16%
346,808
+46,102
217
$7.88M 0.16%
196,573
+215
218
$7.88M 0.16%
373,632
-161,212
219
$7.85M 0.16%
451,968
+197,937
220
$7.78M 0.16%
202,553
+95,022
221
$7.76M 0.16%
468,404
-98,576
222
$7.75M 0.16%
72,613
-5,160
223
$7.61M 0.15%
473,609
+345,941
224
$7.61M 0.15%
325,536
+36,323
225
$7.6M 0.15%
239,915
-118,555
7 8
9
10 11