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
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.3M
3
+$8.79M
4
MRCY icon
Mercury Systems
MRCY
+$8.73M
5
OSBC icon
Old Second Bancorp
OSBC
+$7.85M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$14.4M
4
CRS icon
Carpenter Technology
CRS
+$13.2M
5
GTLS icon
Chart Industries
GTLS
+$12.5M

Sector Composition

1 Financials 20.27%
2 Industrials 19.02%
3 Healthcare 16.19%
4 Technology 14.12%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.84M 0.04%
146,954
+10,635
452
$1.81M 0.04%
6,197
-455
453
$1.78M 0.04%
7,905
-5,763
454
$1.77M 0.04%
+29,927
455
$1.76M 0.04%
35,243
+594
456
$1.75M 0.04%
10,469
-5,186
457
$1.75M 0.04%
16,422
+127
458
$1.73M 0.04%
12,699
-706
459
$1.71M 0.04%
10,970
-1,166
460
$1.7M 0.04%
30,394
+1,547
461
$1.7M 0.04%
39,701
-2,658
462
$1.66M 0.04%
152,747
+11,001
463
$1.65M 0.04%
230,214
+20,018
464
$1.65M 0.04%
131,938
+11,332
465
$1.64M 0.04%
210,813
+16,501
466
$1.62M 0.04%
18,530
-12,440
467
$1.61M 0.04%
411,630
+31,244
468
$1.6M 0.04%
82,899
-8,442
469
$1.6M 0.04%
15,814
+265
470
$1.58M 0.04%
186,117
+13,282
471
$1.55M 0.04%
24,155
-1,344
472
$1.54M 0.04%
11,659
-648
473
$1.52M 0.04%
215,355
-30,340
474
$1.49M 0.04%
126,611
+8,918
475
$1.46M 0.03%
4,874
-21
17 18
19
20 21