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
451
$3.32M 0.06%
300,358
-19,445
452
$3.29M 0.06%
165,346
+7,357
453
$3.27M 0.06%
323,921
+1,332
454
$3.27M 0.06%
652,205
-1,460
455
$3.24M 0.06%
127,825
-79,224
456
$3.21M 0.06%
151,459
+10,162
457
$3.19M 0.06%
+251,896
458
$3.19M 0.06%
31,848
+127
459
$3.15M 0.06%
+178,216
460
$3.13M 0.06%
345,697
+5,076
461
$3.12M 0.06%
110,495
-87,730
462
$3.11M 0.06%
53,452
-921
463
$3.08M 0.06%
235,243
-65,476
464
$3.05M 0.06%
78,181
-15,685
465
$3.04M 0.06%
77,099
-291,705
466
$3.03M 0.06%
245,922
+12,909
467
$3M 0.06%
116,202
-8,070
468
$3M 0.06%
238,499
-17,352
469
$2.99M 0.06%
162,084
-10,732
470
$2.98M 0.06%
+33,239
471
$2.98M 0.06%
357,983
+201
472
$2.98M 0.06%
247,595
+7,936
473
$2.96M 0.06%
865,975
+75,521
474
$2.96M 0.06%
215,272
+13,925
475
$2.93M 0.05%
207,055
-15,058
17 18
19
20 21