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
26
$18.6M 0.46%
303,450
-221,493
27
$18.2M 0.45%
452,222
-1,701
28
$18M 0.45%
1,133,241
-15,686
29
$17.5M 0.43%
524,875
-76,734
30
$17.4M 0.43%
170,015
+13,788
31
$17.3M 0.43%
379,519
-5,415
32
$17.3M 0.43%
266,843
+42,910
33
$17M 0.42%
199,430
+940
34
$16.9M 0.42%
302,257
-83,810
35
$16.8M 0.42%
783,379
-7,516
36
$16.8M 0.42%
225,713
-63,382
37
$16.6M 0.41%
72,470
+241
38
$16.2M 0.4%
443,659
+144,562
39
$15.9M 0.4%
661,626
-7,440
40
$15.8M 0.39%
342,631
+9,518
41
$15.7M 0.39%
500,238
-45,294
42
$15.7M 0.39%
960,768
-260,889
43
$15.5M 0.39%
521,765
-92,403
44
$15.5M 0.39%
190,271
+105,266
45
$15.5M 0.38%
627,250
+14,234
46
$15.4M 0.38%
201,883
-11,994
47
$15.4M 0.38%
271,041
+1,390
48
$15.1M 0.38%
366,979
-16,158
49
$14.7M 0.37%
466,667
-3,604
50
$14.5M 0.36%
113,527
-33,321
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