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
351
$3.43M 0.08%
54,300
+3,911
352
$3.4M 0.08%
298,220
-94,130
353
$3.39M 0.08%
331,007
+5,506
354
$3.39M 0.08%
987,001
+75,878
355
$3.32M 0.08%
+47,290
356
$3.31M 0.08%
252,524
+27,824
357
$3.31M 0.08%
62,249
-18,619
358
$3.3M 0.08%
47,294
-1,855
359
$3.3M 0.08%
75,897
-2,500
360
$3.29M 0.08%
141,308
+7,780
361
$3.27M 0.08%
+92,351
362
$3.24M 0.08%
205,394
+106,405
363
$3.23M 0.08%
121,609
+40,454
364
$3.22M 0.08%
18,628
+16,078
365
$3.18M 0.08%
190,666
-54,483
366
$3.18M 0.08%
31,258
-1,742
367
$3.15M 0.08%
261,709
+19,597
368
$3.11M 0.07%
40,917
-2,274
369
$3.1M 0.07%
+43,261
370
$3.06M 0.07%
30,254
-1,683
371
$3.04M 0.07%
+27,562
372
$3.03M 0.07%
7,657
-1,116
373
$2.99M 0.07%
127,725
+9,566
374
$2.96M 0.07%
70,445
+5,180
375
$2.95M 0.07%
472,795
-99,778
13 14
15
16 17