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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.8M
3
+$15.6M
4
WCC icon
WESCO International
WCC
+$13.2M
5
OZK icon
Bank OZK
OZK
+$12.9M

Top Sells

1
+$25.9M
2
+$13.9M
3
+$12.5M
4
COOP
Mr. Cooper
COOP
+$12M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.62%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.71%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.68M 0.04%
63,023
-372
452
$1.67M 0.04%
380,386
+35,309
453
$1.62M 0.04%
136,319
-3,634
454
$1.61M 0.04%
91,341
-103,784
455
$1.6M 0.04%
212,136
-356,761
456
$1.6M 0.04%
164,506
-24,888
457
$1.58M 0.04%
25,499
-1,260
458
$1.58M 0.04%
46,074
-162,454
459
$1.56M 0.04%
284,900
+93,810
460
$1.56M 0.04%
30,879
-116,720
461
$1.52M 0.04%
60,929
-540,347
462
$1.48M 0.04%
16,295
+2,475
463
$1.46M 0.04%
29,078
-1,167
464
$1.46M 0.04%
419,337
-1,372
465
$1.46M 0.04%
75,358
-321,795
466
$1.46M 0.03%
120,606
+40,453
467
$1.46M 0.03%
153,487
+9,237
468
$1.45M 0.03%
41,477
-128,778
469
$1.43M 0.03%
12,845
-2,995
470
$1.42M 0.03%
98,989
+34,715
471
$1.41M 0.03%
225,191
-279
472
$1.39M 0.03%
38,573
-176,971
473
$1.38M 0.03%
+13,668
474
$1.37M 0.03%
105,275
-412
475
$1.36M 0.03%
4,895
-342
17 18
19
20 21