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
301
$4.55M 0.13%
+78,109
302
$4.54M 0.13%
+80,213
303
$4.52M 0.13%
352,733
+73,233
304
$4.49M 0.13%
+500,765
305
$4.46M 0.13%
137,467
-93,472
306
$4.46M 0.13%
173,226
+1,197
307
$4.45M 0.13%
1,436,427
+266,479
308
$4.45M 0.13%
806,168
+293,199
309
$4.42M 0.13%
45,053
+314
310
$4.39M 0.13%
+44,355
311
$4.36M 0.13%
26,870
-6,756
312
$4.34M 0.13%
100,456
+54,188
313
$4.34M 0.13%
45,684
-1,826
314
$4.33M 0.13%
+239,626
315
$4.31M 0.12%
133,064
-11,424
316
$4.31M 0.12%
121,724
-30,449
317
$4.28M 0.12%
899,047
-62,229
318
$4.25M 0.12%
478,707
-226,376
319
$4.24M 0.12%
30,429
-1,298
320
$4.22M 0.12%
43,289
-3,081
321
$4.21M 0.12%
50,184
-26,087
322
$4.2M 0.12%
94,189
+689
323
$4.17M 0.12%
654,045
-491,597
324
$4.17M 0.12%
402,337
-25,243
325
$4.16M 0.12%
259,544
+2,063
11 12
13
14 15