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
326
$4.08M 0.1%
+547,402
327
$4.06M 0.1%
189,024
-11,009
328
$4.06M 0.1%
134,098
-2,812
329
$4.05M 0.1%
16,530
-919
330
$4.03M 0.1%
1,070,195
-58,333
331
$3.97M 0.09%
+48,596
332
$3.91M 0.09%
241,061
+4,058
333
$3.84M 0.09%
65,163
-9,765
334
$3.84M 0.09%
34,571
+575
335
$3.82M 0.09%
672,003
+50,240
336
$3.81M 0.09%
816,147
+81,060
337
$3.78M 0.09%
137,726
+9,970
338
$3.75M 0.09%
251,771
+4,239
339
$3.74M 0.09%
265,864
+20,970
340
$3.73M 0.09%
520,127
+38,886
341
$3.66M 0.09%
+129,444
342
$3.62M 0.09%
20,003
+334
343
$3.62M 0.09%
27,395
-21,657
344
$3.62M 0.09%
57,217
+2,287
345
$3.61M 0.09%
31,996
-887
346
$3.6M 0.09%
339,796
+26,751
347
$3.57M 0.09%
57,081
+4,118
348
$3.5M 0.08%
+394,506
349
$3.49M 0.08%
66,120
-62,122
350
$3.49M 0.08%
108,435
+8,159
12 13
14
15 16