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
326
$4.11M 0.12%
363,120
+112,291
327
$4.11M 0.12%
87,539
+1,713
328
$4.1M 0.12%
13,919
-17,424
329
$4.08M 0.12%
524,892
+9,357
330
$4.07M 0.12%
38,110
+5,888
331
$4.06M 0.12%
42,605
-2,020
332
$4.04M 0.12%
159,992
+26,886
333
$4.01M 0.12%
+259,192
334
$4.01M 0.12%
250,944
+32,372
335
$4.01M 0.12%
176,368
-2,938
336
$4.01M 0.12%
103,395
-5,747
337
$3.99M 0.12%
400,929
-67,189
338
$3.97M 0.11%
+23,268
339
$3.97M 0.11%
+74,920
340
$3.95M 0.11%
+411,624
341
$3.94M 0.11%
107,412
+632
342
$3.94M 0.11%
115,012
-136,407
343
$3.94M 0.11%
84,545
+570
344
$3.93M 0.11%
19,951
-990
345
$3.92M 0.11%
12,596
-305
346
$3.92M 0.11%
171,855
+17,689
347
$3.91M 0.11%
13,520
+2,091
348
$3.86M 0.11%
33,863
-1,334
349
$3.86M 0.11%
+753,967
350
$3.85M 0.11%
+175,000
12 13
14
15 16