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
501
$887K 0.03%
+49,680
502
$882K 0.02%
10,047
-43,405
503
$873K 0.02%
6,083
+2,572
504
$865K 0.02%
167,913
-24
505
$864K 0.02%
+309,625
506
$863K 0.02%
13,092
+458
507
$850K 0.02%
9,707
+335
508
$846K 0.02%
52,346
-8
509
$812K 0.02%
+10,888
510
$792K 0.02%
171,893
-9,573
511
$787K 0.02%
+37,206
512
$783K 0.02%
153,147
-295,521
513
$776K 0.02%
9,894
-8
514
$774K 0.02%
28,148
-3,917
515
$772K 0.02%
11,898
-30,607
516
$766K 0.02%
16,160
-73,501
517
$761K 0.02%
18,888
-6,977
518
$751K 0.02%
11,247
-6,803
519
$742K 0.02%
26,989
-12,823
520
$739K 0.02%
31,069
-11,421
521
$732K 0.02%
7,726
-276
522
$709K 0.02%
5,328
+2,889
523
$708K 0.02%
4,445
+152
524
$707K 0.02%
27,308
+944
525
$689K 0.02%
+5,094
19 20
21
22 23