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
26
$18.1M 0.51%
1,609,539
+601,221
27
$18M 0.51%
703,824
-91,823
28
$18M 0.51%
696,071
+17,613
29
$17.7M 0.5%
124,957
-821
30
$17.4M 0.49%
219,481
-17,513
31
$17.2M 0.49%
1,624,459
+321,879
32
$17.2M 0.49%
225,177
+165,022
33
$16.9M 0.48%
497,362
-22,307
34
$16.8M 0.47%
715,357
-39,076
35
$16.7M 0.47%
203,489
+8,445
36
$16.5M 0.47%
73,081
-2,617
37
$16.3M 0.46%
308,646
-14,963
38
$16.2M 0.46%
371,812
+23,280
39
$16.2M 0.46%
2,396,234
-317,314
40
$16.1M 0.46%
145,308
+16,347
41
$15.9M 0.45%
339,325
+111,053
42
$15.8M 0.45%
819,958
+166,709
43
$15.6M 0.44%
926,810
+27,176
44
$15.6M 0.44%
318,533
-12,138
45
$15.4M 0.43%
580,209
-21,344
46
$15.3M 0.43%
345,580
-6,736
47
$15.3M 0.43%
1,585,708
-27,068
48
$15.2M 0.43%
336,721
-28,416
49
$15.2M 0.43%
535,812
-81,638
50
$15.2M 0.43%
424,515
+12,194
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