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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.19M 0.08%
128,555
-5,267
452
$3.18M 0.08%
90,877
-25,416
453
$3.17M 0.08%
215,355
-21,607
454
$3.15M 0.08%
124,317
-271
455
$3.07M 0.08%
70,789
-20,616
456
$3.05M 0.08%
+201,048
457
$3.04M 0.08%
428,895
+32,481
458
$3.04M 0.08%
+61,414
459
$3.04M 0.08%
188,170
+149
460
$3.03M 0.08%
146,078
461
$3.03M 0.08%
309,320
-95,530
462
$3.02M 0.07%
121,578
-102,150
463
$3M 0.07%
+113,177
464
$3M 0.07%
94,316
-180,552
465
$3M 0.07%
128,773
-6,246
466
$2.99M 0.07%
122,871
-266
467
$2.97M 0.07%
674,241
+80,591
468
$2.95M 0.07%
192,577
-179,797
469
$2.9M 0.07%
137,576
+109,485
470
$2.9M 0.07%
151,864
471
$2.89M 0.07%
222,904
+24,548
472
$2.87M 0.07%
347,514
-607,667
473
$2.85M 0.07%
199,102
-2,163
474
$2.84M 0.07%
103,588
-10,582
475
$2.81M 0.07%
150,775
-43,301
17 18
19
20 21