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
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.25M 0.12%
599,047
-112,780
327
$6.25M 0.12%
212,511
-221,845
328
$6.23M 0.12%
96,632
-535
329
$6.21M 0.11%
109,183
-2,058
330
$6.21M 0.11%
228,817
+113,230
331
$6.2M 0.11%
237,166
-47,590
332
$6.18M 0.11%
168,402
-42,066
333
$6.13M 0.11%
152,664
-33,154
334
$6.12M 0.11%
932,092
+59,744
335
$6.08M 0.11%
179,349
-8,267
336
$6.06M 0.11%
177,868
-3,665
337
$6.05M 0.11%
341,022
+30,487
338
$6.04M 0.11%
116,446
-6,263
339
$6.02M 0.11%
185,449
-4,206
340
$5.99M 0.11%
100,745
-2,071
341
$5.98M 0.11%
380,156
-15,715
342
$5.94M 0.11%
80,005
-1,618
343
$5.94M 0.11%
432,656
+17,993
344
$5.92M 0.11%
332,936
-15,317
345
$5.89M 0.11%
217,144
-10,000
346
$5.88M 0.11%
219,546
-4,585
347
$5.87M 0.11%
477,980
+144,015
348
$5.85M 0.11%
+324,694
349
$5.78M 0.11%
69,864
-3,211
350
$5.78M 0.11%
233,755
+35,739
12 13
14
15 16