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
251
$5.24M 0.15%
99,673
+12,439
252
$5.23M 0.15%
225,950
+1,554
253
$5.23M 0.15%
452,022
+81,257
254
$5.22M 0.15%
236,590
-38,979
255
$5.22M 0.15%
35,053
+6,793
256
$5.22M 0.15%
679,654
+35,116
257
$5.22M 0.15%
90,281
-8,075
258
$5.2M 0.15%
167,223
+13,746
259
$5.2M 0.15%
209,792
-3,961
260
$5.19M 0.15%
27,363
-372
261
$5.18M 0.15%
+62,453
262
$5.15M 0.15%
+571,096
263
$5.14M 0.15%
421,003
+53,779
264
$5.14M 0.15%
544,776
+34,369
265
$5.14M 0.15%
85,761
+47,350
266
$5.14M 0.15%
46,444
+322
267
$5.1M 0.15%
6,571
+209
268
$5.09M 0.15%
150,473
+142,108
269
$5.09M 0.15%
134,304
+22,564
270
$5.08M 0.15%
315,190
+50,476
271
$5.07M 0.15%
86,263
+6,025
272
$5.05M 0.15%
502,318
+5,735
273
$5.03M 0.15%
389,308
+54,073
274
$5.01M 0.14%
104,973
+18,236
275
$5M 0.14%
358,558
+49,633
9 10
11
12 13