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
276
$5.43M 0.13%
42,117
-669
277
$5.42M 0.13%
597,860
+45,064
278
$5.41M 0.13%
112,388
+95,148
279
$5.36M 0.13%
146,209
+127,005
280
$5.36M 0.13%
193,577
+13,985
281
$5.33M 0.13%
130,486
-19,965
282
$5.32M 0.13%
169,693
+17,955
283
$5.24M 0.13%
38,146
-3,372
284
$5.24M 0.12%
35,864
285
$5.22M 0.12%
132,045
-18,379
286
$5.19M 0.12%
28,835
-797
287
$5.18M 0.12%
113,292
+8,176
288
$5.14M 0.12%
310,887
-76,478
289
$5.12M 0.12%
+230,831
290
$5.07M 0.12%
93,634
+5,537
291
$5.06M 0.12%
46,929
-8,265
292
$5.01M 0.12%
90,732
-1,647
293
$5.01M 0.12%
+14,106
294
$4.91M 0.12%
38,916
-1,073
295
$4.91M 0.12%
+485,332
296
$4.91M 0.12%
118,876
-1,523
297
$4.87M 0.12%
177,940
+165,105
298
$4.87M 0.12%
281,953
-11,464
299
$4.81M 0.11%
20,673
300
$4.8M 0.11%
+133,986
10 11
12
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