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
$3.54B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11M
3
+$9.72M
4
HOMB icon
Home BancShares
HOMB
+$9.18M
5
STR
Sitio Royalties
STR
+$8.57M

Top Sells

1
+$20.1M
2
+$10.3M
3
+$8.75M
4
WNC icon
Wabash National
WNC
+$8.68M
5
DECK icon
Deckers Outdoor
DECK
+$8.68M

Sector Composition

1 Financials 22.46%
2 Industrials 17.39%
3 Healthcare 11.34%
4 Technology 10.75%
5 Real Estate 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.35M 0.04%
106,859
+107
452
$1.33M 0.04%
71,559
-28,612
453
$1.32M 0.04%
307,696
+43,448
454
$1.32M 0.04%
73,933
-10
455
$1.31M 0.04%
694,830
+169,350
456
$1.31M 0.04%
+63,940
457
$1.3M 0.04%
52,383
-1,300
458
$1.3M 0.04%
43,995
-84
459
$1.3M 0.04%
102,819
-47,966
460
$1.3M 0.04%
21,151
+45
461
$1.3M 0.04%
27,158
-7,714
462
$1.29M 0.04%
+150,167
463
$1.29M 0.04%
51,030
-101
464
$1.23M 0.03%
198,838
-55,776
465
$1.23M 0.03%
24,364
+5,594
466
$1.22M 0.03%
44,872
-6
467
$1.21M 0.03%
114,043
-15
468
$1.21M 0.03%
18,760
+11,793
469
$1.19M 0.03%
28,710
+9,051
470
$1.18M 0.03%
+183,132
471
$1.18M 0.03%
49,961
+195
472
$1.17M 0.03%
115,837
-82,598
473
$1.17M 0.03%
4,974
-1
474
$1.17M 0.03%
19,491
+149
475
$1.14M 0.03%
+90,000
17 18
19
20 21