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
476
$1.14M 0.03%
12,687
-210
477
$1.13M 0.03%
23,490
-16
478
$1.13M 0.03%
7,808
+268
479
$1.12M 0.03%
18,454
-3
480
$1.11M 0.03%
182,841
+743
481
$1.11M 0.03%
12,709
+45
482
$1.11M 0.03%
13,518
+37
483
$1.1M 0.03%
+18,688
484
$1.09M 0.03%
22,899
+793
485
$1.09M 0.03%
33,575
486
$1.08M 0.03%
+42,518
487
$1.08M 0.03%
48,315
-6
488
$1.06M 0.03%
176,571
-135
489
$1.06M 0.03%
48,608
-8
490
$1.05M 0.03%
35,662
-6
491
$1.04M 0.03%
8,668
-581
492
$1.03M 0.03%
99,964
-101,823
493
$988K 0.03%
+82,347
494
$984K 0.03%
127,757
-18
495
$976K 0.03%
103,698
-64,743
496
$956K 0.03%
116,775
-17
497
$956K 0.03%
+36,740
498
$955K 0.03%
36,537
-5
499
$953K 0.03%
51,845
-8
500
$918K 0.03%
331,347
-51
18 19
20
21 22