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
376
$3.58M 0.1%
201,064
-54,291
377
$3.56M 0.1%
57,940
-11,320
378
$3.55M 0.1%
202,268
-28,439
379
$3.54M 0.1%
302,400
-5,868
380
$3.5M 0.1%
536,718
+86,947
381
$3.5M 0.1%
32,145
+589
382
$3.5M 0.1%
22,152
+7,939
383
$3.49M 0.1%
125,368
-133,243
384
$3.49M 0.1%
85,764
+7,650
385
$3.47M 0.1%
+141,895
386
$3.45M 0.1%
84,026
+1,624
387
$3.45M 0.1%
+226,733
388
$3.43M 0.1%
378,889
-133,523
389
$3.43M 0.1%
50,373
-10,728
390
$3.41M 0.1%
53,654
+14,662
391
$3.4M 0.1%
546,105
-106,936
392
$3.39M 0.1%
182,129
+2,135
393
$3.38M 0.1%
66,425
+18,189
394
$3.34M 0.1%
243,035
-198,480
395
$3.34M 0.1%
230,625
-342,653
396
$3.33M 0.1%
2,504,459
+281,314
397
$3.28M 0.1%
112,597
+13,194
398
$3.27M 0.09%
31,628
-347
399
$3.27M 0.09%
48,161
-4,225
400
$3.26M 0.09%
202,130
+22,303
14 15
16
17 18