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
$4.19B
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.3M
3
+$8.79M
4
MRCY icon
Mercury Systems
MRCY
+$8.73M
5
OSBC icon
Old Second Bancorp
OSBC
+$7.85M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$14.4M
4
CRS icon
Carpenter Technology
CRS
+$13.2M
5
GTLS icon
Chart Industries
GTLS
+$12.5M

Sector Composition

1 Financials 20.27%
2 Industrials 19.02%
3 Healthcare 16.19%
4 Technology 14.12%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.69M 0.16%
15,403
-404
227
$6.67M 0.16%
4,386
-778
228
$6.59M 0.16%
+103,535
229
$6.59M 0.16%
47,938
-2,463
230
$6.58M 0.16%
121,473
-2,863
231
$6.57M 0.16%
145,864
-57,554
232
$6.49M 0.15%
95,770
+4,066
233
$6.48M 0.15%
28,001
-774
234
$6.44M 0.15%
223,375
-33,239
235
$6.42M 0.15%
427,414
+157,824
236
$6.42M 0.15%
+272,925
237
$6.4M 0.15%
81,878
+1,036
238
$6.38M 0.15%
+678,383
239
$6.38M 0.15%
472,472
-5,932
240
$6.35M 0.15%
+186,462
241
$6.33M 0.15%
229,341
-3,788
242
$6.23M 0.15%
52,809
-3,335
243
$6.09M 0.15%
226,044
+13,939
244
$6.08M 0.14%
10,816
-1,923
245
$6.07M 0.14%
104,828
-112,704
246
$6.06M 0.14%
95,785
-1,188
247
$6.05M 0.14%
41,679
-11,021
248
$6.03M 0.14%
70,275
+12,044
249
$5.96M 0.14%
10,970
-1,166
250
$5.92M 0.14%
480,178
+75,947
8 9
10
11 12