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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$12.2M
4
SF icon
Stifel
SF
+$11.3M
5
AORT icon
Artivion
AORT
+$11.1M

Top Sells

1
+$10.1M
2
+$9.99M
3
+$9.27M
4
WST icon
West Pharmaceutical
WST
+$8.67M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.77%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.61M 0.16%
182,854
+81,663
227
$5.61M 0.16%
459,819
+3,104
228
$5.59M 0.16%
+50,383
229
$5.59M 0.16%
225,426
+71,740
230
$5.57M 0.16%
212,154
+6,191
231
$5.56M 0.16%
160,587
-6,687
232
$5.55M 0.16%
520,134
+5,327
233
$5.54M 0.16%
467,439
-897,425
234
$5.54M 0.16%
528,931
+68,369
235
$5.51M 0.16%
126,585
+5,469
236
$5.51M 0.16%
102,789
+25,168
237
$5.5M 0.16%
54,090
-609
238
$5.5M 0.16%
350,892
-38,837
239
$5.48M 0.16%
156,277
-75,983
240
$5.46M 0.16%
75,853
-6,406
241
$5.4M 0.16%
62,820
-16,070
242
$5.38M 0.16%
321,069
+1,963
243
$5.37M 0.16%
343,327
+227,492
244
$5.36M 0.16%
317,373
+34,192
245
$5.36M 0.16%
+225,000
246
$5.33M 0.15%
550,352
-62,018
247
$5.33M 0.15%
+245,630
248
$5.32M 0.15%
29,754
+176
249
$5.31M 0.15%
88,255
-11,955
250
$5.29M 0.15%
297,580
-191,068
8 9
10
11 12