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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$12.2M
4
SF icon
Stifel
SF
+$11.3M
5
AORT icon
Artivion
AORT
+$11.1M

Top Sells

1
+$10.1M
2
+$9.99M
3
+$9.27M
4
WST icon
West Pharmaceutical
WST
+$8.67M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.77%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.89M 0.05%
115,725
+1,127
502
$1.88M 0.05%
+35,807
503
$1.88M 0.05%
+190,758
504
$1.87M 0.05%
+262,144
505
$1.85M 0.05%
+570,113
506
$1.83M 0.05%
413,588
+4,234
507
$1.82M 0.05%
+222,695
508
$1.81M 0.05%
+705,870
509
$1.8M 0.05%
+42,148
510
$1.79M 0.05%
78,526
-20,402
511
$1.78M 0.05%
51,587
+5,487
512
$1.78M 0.05%
+96,438
513
$1.76M 0.05%
36,872
+4,277
514
$1.75M 0.05%
192,065
-239,973
515
$1.73M 0.05%
133,075
+102,625
516
$1.73M 0.05%
155,889
-111,982
517
$1.71M 0.05%
99,498
+1,135
518
$1.71M 0.05%
166,184
-91,890
519
$1.7M 0.05%
67,780
-5,880
520
$1.7M 0.05%
89,141
-1,948
521
$1.7M 0.05%
204,549
+2,335
522
$1.69M 0.05%
79,653
-145,391
523
$1.66M 0.05%
136,557
-35,258
524
$1.65M 0.05%
135,741
-610,013
525
$1.65M 0.05%
136,244
+22,861
19 20
21
22 23