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
526
$2.32M 0.04%
315,816
+112,731
527
$2.31M 0.04%
92,313
+7,873
528
$2.31M 0.04%
82,042
-3
529
$2.3M 0.04%
146,585
+1,188
530
$2.29M 0.04%
260,651
-888,823
531
$2.27M 0.04%
106,677
+12,817
532
$2.25M 0.04%
195,041
+9,295
533
$2.24M 0.04%
159,724
+13,639
534
$2.23M 0.04%
+4,472
535
$2.19M 0.04%
85,640
-5,499
536
$2.19M 0.04%
69,215
+40,461
537
$2.18M 0.04%
218,417
-15,798
538
$2.18M 0.04%
20,901
-378
539
$2.18M 0.04%
993,926
+145,167
540
$2.16M 0.04%
99,518
+4,545
541
$2.14M 0.04%
27,795
+1,344
542
$2.11M 0.04%
+90,747
543
$2.11M 0.04%
101,156
+15,378
544
$2.1M 0.04%
101,158
+129
545
$2.08M 0.04%
112,725
+30,284
546
$2.07M 0.04%
144,708
+43,429
547
$2.06M 0.04%
213,894
+1,621
548
$2.06M 0.04%
126,575
-1,681
549
$2.05M 0.04%
96,315
+4,451
550
$2.02M 0.04%
127,211
-89
20 21
22
23 24