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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.4M
3
+$13.7M
4
ICUI icon
ICU Medical
ICUI
+$13.2M
5
FET icon
Forum Energy Technologies
FET
+$13M

Top Sells

1
+$20.8M
2
+$19M
3
+$17.4M
4
CLC
Clarcor
CLC
+$16.3M
5
AEL
American Equity Investment Life Holding Company
AEL
+$15.7M

Sector Composition

1 Financials 20.68%
2 Technology 15.4%
3 Industrials 13.98%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 0.76%
511,614
+84,683
2
$37.6M 0.66%
919,820
-24,683
3
$37.2M 0.65%
1,111,685
+152,630
4
$35.7M 0.62%
525,461
-31,129
5
$32.9M 0.58%
639,237
-88,035
6
$32.6M 0.57%
470,660
+71,643
7
$32.4M 0.57%
659,464
+51,013
8
$32.3M 0.56%
467,683
+16,459
9
$32.1M 0.56%
572,964
+244,374
10
$31.6M 0.55%
1,078,892
+95,177
11
$31.4M 0.55%
570,364
+37,653
12
$31.3M 0.55%
516,159
+152,538
13
$31.3M 0.55%
1,633,153
+451,183
14
$31.2M 0.55%
1,483,921
-16,949
15
$29.6M 0.52%
929,676
+10,458
16
$29.1M 0.51%
429,413
-21,936
17
$29.1M 0.51%
1,049,134
-195,246
18
$28.6M 0.5%
258,189
+14,483
19
$28.1M 0.49%
629,064
-62,260
20
$27.9M 0.49%
325,801
-5,521
21
$27.5M 0.48%
735,839
-17,016
22
$27.2M 0.48%
272,441
+62,106
23
$27.2M 0.47%
522,174
+85,221
24
$27.1M 0.47%
576,827
+642
25
$26.6M 0.47%
1,110,561
+203,773
1
2 3 4 5