KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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 icon
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 16.02%
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
1
$47.1M 0.96%
1,796,636
-27,541
2
$35.3M 0.72%
2,718,277
-4,170
3
$34.2M 0.7%
920,905
+74,301
4
$34M 0.69%
1,013,097
+204,289
5
$32.7M 0.67%
340,471
-14,607
6
$32.3M 0.66%
620,482
+778
7
$31.4M 0.64%
1,540,370
+507,814
8
$30.6M 0.62%
1,103,626
-14,073
9
$30.3M 0.62%
506,470
-12,018
10
$29.5M 0.6%
1,384,482
+82,349
11
$29.5M 0.6%
525,449
+30,348
12
$28.4M 0.58%
8,323,550
-3,512,610
13
$28.2M 0.57%
1,113,391
-57,226
14
$26.9M 0.55%
259,267
-8,465
15
$26.9M 0.55%
701,482
+2,080
16
$26.5M 0.54%
524,382
-24,783
17
$26.4M 0.54%
258,094
-111,510
18
$26.2M 0.53%
1,654,953
-10,359
19
$26.2M 0.53%
760,460
-4,726
20
$25.1M 0.51%
287,544
+138,084
21
$23.3M 0.47%
629,928
+190,820
22
$23.1M 0.47%
376,545
+23,653
23
$23.1M 0.47%
807,207
-15,468
24
$23M 0.47%
777,056
+1,992
25
$22.8M 0.46%
3,619
-242
1
2 3 4 5