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
251
$5.91M 0.14%
141,550
+6,393
252
$5.9M 0.14%
39,467
-7,011
253
$5.9M 0.14%
166,933
+2,791
254
$5.89M 0.14%
76,451
-8,278
255
$5.87M 0.14%
75,250
-35,449
256
$5.87M 0.14%
34,422
-3,009
257
$5.84M 0.14%
150,375
+14,514
258
$5.76M 0.14%
203,596
+14,694
259
$5.75M 0.14%
+444,782
260
$5.74M 0.14%
456,827
-78,649
261
$5.72M 0.14%
527,416
+34,950
262
$5.69M 0.14%
34,558
-84,954
263
$5.68M 0.14%
63,343
+4,493
264
$5.67M 0.14%
216,141
+16,441
265
$5.65M 0.13%
45,597
-8,100
266
$5.65M 0.13%
241,068
+18,212
267
$5.64M 0.13%
41,439
-4,636
268
$5.64M 0.13%
398,562
+28,744
269
$5.63M 0.13%
524,763
+12,406
270
$5.6M 0.13%
134,393
-25,194
271
$5.6M 0.13%
57,184
+4,163
272
$5.54M 0.13%
85,029
+9,007
273
$5.5M 0.13%
136,331
+43,195
274
$5.48M 0.13%
16,588
-1,865
275
$5.45M 0.13%
+29,084
9 10
11
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