KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.93M 0.17%
245,570
+83,775
227
$8.92M 0.17%
168,982
-280
228
$8.89M 0.17%
164,291
-11,919
229
$8.85M 0.16%
808,601
+229,795
230
$8.83M 0.16%
367,134
+81,076
231
$8.82M 0.16%
250,141
-21,778
232
$8.81M 0.16%
788,479
+42,619
233
$8.74M 0.16%
418,592
+6,469
234
$8.73M 0.16%
62,727
+2,384
235
$8.68M 0.16%
909,297
-334
236
$8.66M 0.16%
968,268
-70,465
237
$8.53M 0.16%
339,465
-76,853
238
$8.53M 0.16%
360,107
-8,008
239
$8.49M 0.16%
+421,013
240
$8.47M 0.16%
42,690
-1,565
241
$8.45M 0.16%
617,506
+83,360
242
$8.38M 0.16%
67,958
-61,651
243
$8.38M 0.16%
66,642
+827
244
$8.37M 0.16%
93,659
+666
245
$8.33M 0.15%
100,738
-1,478
246
$8.32M 0.15%
287,435
-20,425
247
$8.27M 0.15%
308,967
+48,527
248
$8.27M 0.15%
+623,892
249
$8.21M 0.15%
217,379
-345
250
$8.2M 0.15%
215,379
-14,507
8 9
10
11 12