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
351
$5.47M 0.1%
182,241
-181,406
352
$5.46M 0.1%
169,473
+1,912
353
$5.44M 0.1%
954,026
-212,829
354
$5.4M 0.1%
206,632
-14,963
355
$5.37M 0.1%
483,587
+3,285
356
$5.36M 0.1%
226,934
-16,505
357
$5.34M 0.1%
283,488
+19,037
358
$5.32M 0.1%
128,928
+6,437
359
$5.3M 0.1%
663,255
+104,766
360
$5.3M 0.1%
+647,455
361
$5.28M 0.1%
345,168
+4,854
362
$5.28M 0.1%
283,943
+44,424
363
$5.24M 0.1%
90,656
-6,576
364
$5.22M 0.1%
181,979
+1,551
365
$5.19M 0.1%
281,986
+2,399
366
$5.17M 0.1%
784,217
+262,103
367
$5.16M 0.1%
72,564
+10,572
368
$5.16M 0.1%
147,334
-4,699
369
$5.14M 0.1%
345,637
+3,399
370
$5.11M 0.1%
199,332
+133,952
371
$5.11M 0.1%
450,767
+410,767
372
$5.1M 0.09%
181,106
-155,113
373
$5.09M 0.09%
144,077
-7,057
374
$5.08M 0.09%
389,442
+2,693
375
$5.03M 0.09%
298,117
+21,816
13 14
15
16 17