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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.91M 0.05%
161,284
-11,672
477
$2.91M 0.05%
230,242
+4,422
478
$2.89M 0.05%
77,856
-243,178
479
$2.88M 0.05%
139,896
+31,314
480
$2.88M 0.05%
165,011
+7,347
481
$2.88M 0.05%
170,522
+180
482
$2.87M 0.05%
100,135
+27,598
483
$2.87M 0.05%
200,378
+998
484
$2.87M 0.05%
+93,239
485
$2.86M 0.05%
138,381
-10,017
486
$2.84M 0.05%
154,800
-36,812
487
$2.84M 0.05%
82,970
+44,346
488
$2.81M 0.05%
356,751
+52,500
489
$2.8M 0.05%
313,319
+13,729
490
$2.78M 0.05%
97,959
-6,912
491
$2.78M 0.05%
246,953
+56,130
492
$2.77M 0.05%
143,894
+9,743
493
$2.75M 0.05%
132,735
+5,505
494
$2.74M 0.05%
188,368
-3,070
495
$2.73M 0.05%
503,696
+3,696
496
$2.7M 0.05%
169,137
+2,114
497
$2.68M 0.05%
106,160
-7,738
498
$2.64M 0.05%
128,306
+5,750
499
$2.63M 0.05%
456,651
-118,067
500
$2.62M 0.05%
31,799
-421
18 19
20
21 22