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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.66M 0.12%
+118,770
327
$4.62M 0.11%
87,312
-1,633
328
$4.6M 0.11%
85,869
-80,306
329
$4.57M 0.11%
151,102
+39,742
330
$4.57M 0.11%
69,077
-2,378
331
$4.57M 0.11%
163,171
-92,278
332
$4.57M 0.11%
145,652
-344
333
$4.54M 0.11%
+175,000
334
$4.53M 0.11%
+253,994
335
$4.53M 0.11%
317,810
-13,300
336
$4.52M 0.11%
147,869
-51,885
337
$4.52M 0.11%
67,388
-5,093
338
$4.47M 0.11%
69,676
-100,224
339
$4.45M 0.11%
20,278
-945
340
$4.43M 0.11%
179,333
-14,548
341
$4.43M 0.11%
18,108
-8,032
342
$4.42M 0.11%
308,295
+59,720
343
$4.42M 0.11%
500,042
+26,985
344
$4.41M 0.11%
38,146
+4,398
345
$4.41M 0.11%
152,305
+4,630
346
$4.38M 0.11%
185,475
-15,548
347
$4.37M 0.11%
95,571
-9,579
348
$4.36M 0.11%
49,987
-13,101
349
$4.36M 0.11%
104,525
+64,498
350
$4.36M 0.11%
68,782
+1,034
12 13
14
15 16