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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.44M 0.06%
63,155
-59,422
502
$2.42M 0.06%
764,366
+14,323
503
$2.42M 0.06%
+116,684
504
$2.42M 0.06%
425,550
-925
505
$2.4M 0.06%
198,482
-37,625
506
$2.4M 0.06%
130,178
+13,441
507
$2.39M 0.06%
549,557
+28,887
508
$2.38M 0.06%
+115,388
509
$2.34M 0.06%
133,302
-250
510
$2.33M 0.06%
+60,000
511
$2.32M 0.06%
73,446
-1,330
512
$2.29M 0.06%
17,132
+7,368
513
$2.28M 0.06%
143,774
+80,328
514
$2.28M 0.06%
405,846
-7,529
515
$2.28M 0.06%
178,936
516
$2.27M 0.06%
191,563
+37,195
517
$2.25M 0.06%
210,536
518
$2.24M 0.06%
23,764
-933
519
$2.21M 0.05%
+100,000
520
$2.19M 0.05%
226,728
+56,226
521
$2.18M 0.05%
127,956
-5,278
522
$2.17M 0.05%
184,927
-137,128
523
$2.16M 0.05%
+35,048
524
$2.15M 0.05%
64,289
-139
525
$2.15M 0.05%
874,914
-59,269
19 20
21
22 23