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
376
$4.99M 0.09%
384,010
+54,261
377
$4.97M 0.09%
154,954
-10,996
378
$4.93M 0.09%
1,078,823
+34,608
379
$4.91M 0.09%
573,953
+8,316
380
$4.88M 0.09%
179,395
+144,871
381
$4.86M 0.09%
227,538
+111,540
382
$4.86M 0.09%
282,777
+22,108
383
$4.85M 0.09%
194,744
+3,811
384
$4.79M 0.09%
178,134
+2,397
385
$4.78M 0.09%
34,176
-2,435
386
$4.78M 0.09%
416,787
+2,863
387
$4.74M 0.09%
578,579
+2,336
388
$4.73M 0.09%
426,454
+22,520
389
$4.7M 0.09%
+154,572
390
$4.69M 0.09%
196,647
+1,330
391
$4.64M 0.09%
180,872
-13,109
392
$4.63M 0.09%
54,797
-3,982
393
$4.63M 0.09%
35,470
+2,883
394
$4.61M 0.09%
170,257
-12,407
395
$4.58M 0.09%
84,572
+25,042
396
$4.56M 0.08%
432,496
+42,749
397
$4.56M 0.08%
441,324
+41,818
398
$4.55M 0.08%
75,352
-39
399
$4.55M 0.08%
155,040
+17,528
400
$4.54M 0.08%
558,209
+43,260
14 15
16
17 18