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
351
$3.8M 0.11%
221,014
-217,242
352
$3.78M 0.11%
27,210
-4,550
353
$3.75M 0.11%
141,920
-18,800
354
$3.74M 0.11%
82,095
-140,734
355
$3.74M 0.11%
214,302
-118,605
356
$3.73M 0.11%
+85,084
357
$3.72M 0.11%
181,320
+29,590
358
$3.7M 0.11%
321,300
-14,911
359
$3.7M 0.11%
30,906
-1,867
360
$3.69M 0.11%
49,647
-1,890
361
$3.67M 0.11%
464,839
-80,164
362
$3.66M 0.11%
225,060
-314,356
363
$3.66M 0.11%
171,787
+1,242
364
$3.65M 0.11%
19,812
-1,212
365
$3.65M 0.11%
56,052
-9,426
366
$3.64M 0.11%
254,672
-150,658
367
$3.63M 0.11%
+235,690
368
$3.62M 0.1%
45,736
+7,792
369
$3.62M 0.1%
60,376
+10,698
370
$3.61M 0.1%
332,031
-245,117
371
$3.6M 0.1%
+60,664
372
$3.6M 0.1%
352,777
-50,243
373
$3.59M 0.1%
54,063
+19,346
374
$3.59M 0.1%
129,644
-10,190
375
$3.58M 0.1%
+159,467
13 14
15
16 17