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
201
$9.45M 0.16%
65,773
-25,553
202
$9.41M 0.16%
166,053
-136,617
203
$9.3M 0.16%
335,744
+184,889
204
$9.21M 0.16%
198,914
+60,285
205
$9.21M 0.16%
2,502,500
+2,179,674
206
$9.2M 0.16%
396,769
-138,297
207
$9.19M 0.16%
55,247
-777
208
$9.16M 0.16%
597,736
-255,980
209
$9.15M 0.16%
604,624
-288,626
210
$9.1M 0.16%
668,862
-495,883
211
$9.08M 0.16%
+486,276
212
$9.08M 0.16%
219,508
-1,996
213
$9.02M 0.16%
1,262,165
+453,320
214
$9.01M 0.16%
151,682
-1,547
215
$9M 0.16%
311,600
+11,583
216
$8.88M 0.15%
258,768
+12,477
217
$8.87M 0.15%
+249,810
218
$8.86M 0.15%
1,527,566
-294,148
219
$8.83M 0.15%
726,794
+246,342
220
$8.83M 0.15%
109,923
+89,165
221
$8.73M 0.15%
347,136
-7,760
222
$8.7M 0.15%
469,052
-10,973
223
$8.69M 0.15%
305,115
-88,665
224
$8.67M 0.15%
154,982
-948
225
$8.58M 0.15%
648,910
-128,597
7 8
9
10 11