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

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.8M 0.15%
241,362
+118,027
227
$8.69M 0.15%
385,817
-10,952
228
$8.56M 0.15%
464,535
+276,795
229
$8.53M 0.15%
598,023
-6,601
230
$8.5M 0.15%
+720,623
231
$8.45M 0.15%
631,143
-17,767
232
$8.43M 0.15%
207,475
-14,113
233
$8.4M 0.15%
295,987
+134,695
234
$8.39M 0.15%
195,017
-7,749
235
$8.38M 0.15%
438,070
+220,774
236
$8.32M 0.15%
+1,107,877
237
$8.28M 0.14%
103,521
+1,671
238
$8.15M 0.14%
+148,910
239
$8.11M 0.14%
227,356
-7,113
240
$8.09M 0.14%
572,975
-69,785
241
$8.06M 0.14%
59,097
-6,269
242
$8.05M 0.14%
104,541
-2,883
243
$8.05M 0.14%
325,327
-3,588
244
$8.03M 0.14%
148,869
-150,015
245
$7.93M 0.14%
249,274
+30,849
246
$7.93M 0.14%
395,443
-15,930
247
$7.9M 0.14%
213,423
-6,669
248
$7.84M 0.14%
395,323
-128,882
249
$7.82M 0.14%
1,441,646
+22,153
250
$7.8M 0.14%
63,207
+15,360
8 9
10
11 12