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
276
$4.97M 0.14%
202,186
+6,596
277
$4.96M 0.14%
280,952
+40,463
278
$4.96M 0.14%
40,150
-2,780
279
$4.92M 0.14%
77,469
-18,026
280
$4.92M 0.14%
386,420
+228,416
281
$4.91M 0.14%
369,624
+109,676
282
$4.87M 0.14%
+103,121
283
$4.85M 0.14%
57,587
-2,510
284
$4.85M 0.14%
90,509
+35,661
285
$4.84M 0.14%
362,059
+4,134
286
$4.84M 0.14%
+49,856
287
$4.83M 0.14%
223,695
+169,936
288
$4.76M 0.14%
110,241
-2,590
289
$4.76M 0.14%
96,180
+586
290
$4.74M 0.14%
150,848
+21,007
291
$4.72M 0.14%
211,379
+1,462
292
$4.68M 0.14%
327,013
+11,977
293
$4.68M 0.14%
205,015
+33,735
294
$4.67M 0.14%
453,096
+70,496
295
$4.67M 0.14%
36,266
-6,035
296
$4.66M 0.13%
12,010
-1,035
297
$4.65M 0.13%
177,185
-131,785
298
$4.63M 0.13%
176,572
+27,608
299
$4.59M 0.13%
+167,982
300
$4.57M 0.13%
99,758
+12,887
10 11
12
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