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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.1M 0.13%
189,451
+2,988
302
$7.09M 0.13%
97,284
-7,203
303
$7.08M 0.13%
271,589
-19,501
304
$7.05M 0.13%
187,593
-267,179
305
$6.94M 0.13%
853,791
-93,095
306
$6.94M 0.13%
94,472
+1,259
307
$6.92M 0.13%
+45,209
308
$6.89M 0.13%
220,244
-5,577
309
$6.86M 0.13%
205,047
+1,424
310
$6.85M 0.13%
142,491
-75,213
311
$6.75M 0.13%
441,991
+33,882
312
$6.73M 0.13%
66,733
-36,356
313
$6.72M 0.12%
940,007
-87,703
314
$6.72M 0.12%
207,193
-15,238
315
$6.69M 0.12%
355,264
+42,469
316
$6.68M 0.12%
96,583
+20,409
317
$6.65M 0.12%
405,216
-28,296
318
$6.62M 0.12%
78,934
+334
319
$6.6M 0.12%
79,808
-1,190
320
$6.55M 0.12%
225,916
+1,080
321
$6.51M 0.12%
286,656
+3,498
322
$6.43M 0.12%
275,255
-69,684
323
$6.42M 0.12%
66,101
-48,874
324
$6.38M 0.12%
414,652
+172,792
325
$6.36M 0.12%
590,229
-12,491
11 12
13
14 15