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
401
$2.62M 0.06%
57,553
-18,350
402
$2.6M 0.06%
252,949
+18,845
403
$2.59M 0.06%
+13,486
404
$2.58M 0.06%
77,082
-31,559
405
$2.58M 0.06%
334,625
+10,026
406
$2.56M 0.06%
69,879
-3,887
407
$2.55M 0.06%
160,240
+69,797
408
$2.54M 0.06%
51,712
+4,453
409
$2.53M 0.06%
432,568
+139,883
410
$2.53M 0.06%
177,318
+12,342
411
$2.52M 0.06%
17,041
-948
412
$2.51M 0.06%
13,946
-776
413
$2.51M 0.06%
73,395
-46,055
414
$2.48M 0.06%
116,349
+8,378
415
$2.46M 0.06%
66,334
-3,711
416
$2.44M 0.06%
15,844
-1,915
417
$2.43M 0.06%
88,356
-287,835
418
$2.43M 0.06%
199,826
+15,223
419
$2.41M 0.06%
52,365
+43,630
420
$2.4M 0.06%
34,206
+581
421
$2.39M 0.06%
117,414
-14,843
422
$2.38M 0.06%
+99,727
423
$2.35M 0.06%
34,127
-55,139
424
$2.33M 0.06%
25,595
-3,396
425
$2.33M 0.06%
74,777
+3,850
15 16
17
18 19