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
26
$22.4M 0.54%
121,220
-16,412
27
$22.1M 0.53%
59,155
-8,174
28
$22.1M 0.53%
771,905
-105,925
29
$22M 0.52%
615,014
+6,853
30
$21.9M 0.52%
1,009,461
-51,862
31
$21.6M 0.52%
415,276
-59,177
32
$21.6M 0.52%
234,718
-20,897
33
$21.4M 0.51%
155,003
+3,331
34
$21.2M 0.51%
515,775
+48,853
35
$21.1M 0.5%
228,391
+80,125
36
$21M 0.5%
869,147
-54,766
37
$20.6M 0.49%
178,801
+45,670
38
$20.5M 0.49%
234,593
-12,785
39
$20.5M 0.49%
65,182
-2,720
40
$20.2M 0.48%
128,704
+50,491
41
$20.1M 0.48%
614,387
-17,741
42
$20.1M 0.48%
242,734
+49,996
43
$20M 0.48%
339,449
-18,170
44
$19.4M 0.46%
821,745
+112,972
45
$19.2M 0.46%
68,976
-1,481
46
$19.1M 0.46%
96,858
+4,739
47
$19.1M 0.46%
843,076
-85,718
48
$18.9M 0.45%
248,962
+53,927
49
$18.6M 0.44%
458,468
+25,351
50
$18.4M 0.44%
185,588
-3,187
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2
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