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
451
$2.63M 0.08%
263,958
+3,596
452
$2.6M 0.08%
96,201
+34,521
453
$2.59M 0.07%
22,066
+1,033
454
$2.57M 0.07%
161,656
+33,449
455
$2.55M 0.07%
+56,682
456
$2.52M 0.07%
5,577
+114
457
$2.5M 0.07%
+113,135
458
$2.47M 0.07%
178,226
+8,461
459
$2.41M 0.07%
+50,189
460
$2.4M 0.07%
+177,144
461
$2.4M 0.07%
36,324
-8,802
462
$2.39M 0.07%
1,047,303
-474,970
463
$2.38M 0.07%
185,051
+1,366
464
$2.37M 0.07%
225,012
+4,223
465
$2.37M 0.07%
117,105
+804
466
$2.37M 0.07%
+95,000
467
$2.37M 0.07%
261,242
-249,325
468
$2.33M 0.07%
363,015
+170,259
469
$2.33M 0.07%
29,660
-2,332
470
$2.31M 0.07%
253,092
-103,907
471
$2.31M 0.07%
415,479
-66,258
472
$2.27M 0.07%
445,210
+42,077
473
$2.26M 0.07%
141,661
+16,279
474
$2.25M 0.07%
48,342
+2,890
475
$2.24M 0.06%
154,520
+20,349
17 18
19
20 21