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
501
$2.62M 0.05%
57,534
+14,920
502
$2.61M 0.05%
119,911
+42,337
503
$2.6M 0.05%
699,696
+533
504
$2.58M 0.05%
200,799
+1,064
505
$2.58M 0.05%
152,632
+7,284
506
$2.57M 0.05%
509,264
-175,240
507
$2.55M 0.05%
204,590
+9,644
508
$2.53M 0.05%
72,441
-5,300
509
$2.51M 0.05%
389,470
-320
510
$2.49M 0.05%
875,858
-82,036
511
$2.49M 0.05%
154,045
-11,150
512
$2.45M 0.05%
174,804
+1,798
513
$2.44M 0.05%
29,519
-391
514
$2.42M 0.05%
186,436
+68,986
515
$2.42M 0.05%
+110,295
516
$2.41M 0.04%
94,710
-6,890
517
$2.4M 0.04%
121,023
+760
518
$2.39M 0.04%
24,618
+10,540
519
$2.38M 0.04%
221,796
+9,841
520
$2.37M 0.04%
+92,598
521
$2.36M 0.04%
79,824
-19,838
522
$2.35M 0.04%
9,011
+21
523
$2.35M 0.04%
67,545
-656
524
$2.34M 0.04%
+29,997
525
$2.34M 0.04%
86,990
-1,155
19 20
21
22 23