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
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.48M 0.06%
204,905
-4,220
452
$3.47M 0.06%
63,713
-1,314
453
$3.47M 0.06%
304,373
+254,373
454
$3.44M 0.06%
+482,555
455
$3.44M 0.06%
121,623
-2,507
456
$3.43M 0.06%
1,049,664
+81,163
457
$3.38M 0.06%
118,615
-2,447
458
$3.38M 0.06%
233,350
-4,920
459
$3.31M 0.06%
170,674
+57,181
460
$3.3M 0.06%
90,325
+13,492
461
$3.28M 0.06%
127,021
+73,733
462
$3.26M 0.06%
403,508
-8,325
463
$3.25M 0.06%
+127,141
464
$3.24M 0.06%
355,616
+330,721
465
$3.23M 0.06%
30,449
-630
466
$3.22M 0.06%
135,608
-6,256
467
$3.22M 0.06%
+499,495
468
$3.2M 0.06%
+150,239
469
$3.19M 0.06%
278,753
+95,046
470
$3.14M 0.06%
128,816
-2,573
471
$3.14M 0.06%
120,726
-5,609
472
$3.13M 0.06%
42,181
+894
473
$3.13M 0.06%
246,803
+88,081
474
$3.09M 0.06%
52,193
+1,107
475
$3.07M 0.06%
194,111
+75,881
17 18
19
20 21