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
326
$6.35M 0.12%
528,829
+29,687
327
$6.34M 0.12%
72,175
+1,020
328
$6.28M 0.12%
+236,884
329
$6.24M 0.12%
442,163
-19,817
330
$6.23M 0.12%
974,648
+67,304
331
$6.18M 0.11%
395,715
+45,080
332
$6.1M 0.11%
315,579
-24,365
333
$6.08M 0.11%
137,048
-9,921
334
$6.05M 0.11%
354,476
-108,239
335
$5.98M 0.11%
2,634,064
+221,702
336
$5.95M 0.11%
175,134
-61,922
337
$5.92M 0.11%
223,785
+3,789
338
$5.86M 0.11%
783,916
-44,402
339
$5.82M 0.11%
95,433
+53,120
340
$5.79M 0.11%
427,247
+21,977
341
$5.78M 0.11%
219,633
-15,939
342
$5.74M 0.11%
92,928
+25,581
343
$5.67M 0.11%
802,454
+15,718
344
$5.62M 0.1%
+172,641
345
$5.6M 0.1%
155,691
-11,279
346
$5.59M 0.1%
596,889
+19,374
347
$5.58M 0.1%
900,169
+61,093
348
$5.56M 0.1%
74,136
+51,172
349
$5.55M 0.1%
342,032
+31,968
350
$5.54M 0.1%
+117,595
12 13
14
15 16