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
301
$4.8M 0.11%
216,087
-174
302
$4.78M 0.11%
221,173
-51,433
303
$4.71M 0.11%
32,902
-5,846
304
$4.7M 0.11%
130,789
-59,705
305
$4.68M 0.11%
100,783
-133,443
306
$4.54M 0.11%
171,437
+12,582
307
$4.54M 0.11%
405,896
+22,233
308
$4.53M 0.11%
386,942
-25,383
309
$4.51M 0.11%
646,596
+49,948
310
$4.46M 0.11%
125,494
-197,040
311
$4.44M 0.11%
146,546
-1,808
312
$4.4M 0.1%
48,656
-6,772
313
$4.39M 0.1%
68,529
-1,202
314
$4.34M 0.1%
319,047
+26,917
315
$4.31M 0.1%
62,984
+3,945
316
$4.3M 0.1%
153,580
-131,273
317
$4.29M 0.1%
653,383
+49,093
318
$4.25M 0.1%
+111,581
319
$4.24M 0.1%
434,247
+34,579
320
$4.21M 0.1%
115,841
-21,334
321
$4.21M 0.1%
97,615
-60,976
322
$4.19M 0.1%
42,475
-9,641
323
$4.14M 0.1%
170,633
-20,632
324
$4.14M 0.1%
19,409
+325
325
$4.12M 0.1%
205,631
+14,846
11 12
13
14 15