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
426
$2.95M 0.09%
15,185
+94
427
$2.94M 0.09%
101,101
+12,427
428
$2.94M 0.09%
286,986
+3,219
429
$2.92M 0.08%
122,859
-396
430
$2.92M 0.08%
+37,788
431
$2.9M 0.08%
358,941
-50,920
432
$2.89M 0.08%
+189,174
433
$2.89M 0.08%
64,251
+26,172
434
$2.85M 0.08%
+46,457
435
$2.84M 0.08%
80,447
+580
436
$2.82M 0.08%
262,806
-3,732
437
$2.81M 0.08%
+175,957
438
$2.8M 0.08%
160,997
+1,805
439
$2.8M 0.08%
302,419
-426,689
440
$2.8M 0.08%
418,633
+317,648
441
$2.77M 0.08%
369,872
+3,372
442
$2.77M 0.08%
371,656
+86,435
443
$2.73M 0.08%
201,965
+29,957
444
$2.72M 0.08%
33,103
+229
445
$2.71M 0.08%
40,430
-9,621
446
$2.71M 0.08%
861,608
+256,584
447
$2.7M 0.08%
97,924
+6,616
448
$2.69M 0.08%
154,504
+31,604
449
$2.68M 0.08%
50,175
-100,999
450
$2.64M 0.08%
45,184
-2,566
16 17
18
19 20