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
526
$1.64M 0.05%
168,406
+31,468
527
$1.64M 0.05%
100,606
-4,476
528
$1.63M 0.05%
132,640
-1,772
529
$1.63M 0.05%
+151,032
530
$1.61M 0.05%
39,972
+12,372
531
$1.54M 0.04%
133,769
+1,511
532
$1.54M 0.04%
+125,000
533
$1.53M 0.04%
11,715
+500
534
$1.52M 0.04%
+128,002
535
$1.51M 0.04%
+75,578
536
$1.51M 0.04%
114,218
+23,872
537
$1.5M 0.04%
+199,909
538
$1.5M 0.04%
271,742
+14,292
539
$1.44M 0.04%
24,997
+27
540
$1.42M 0.04%
173,894
+26,862
541
$1.39M 0.04%
17,468
-42,116
542
$1.38M 0.04%
65,575
-62,958
543
$1.38M 0.04%
303,516
-158,369
544
$1.38M 0.04%
111,404
+12,436
545
$1.38M 0.04%
21,859
+153
546
$1.36M 0.04%
54,234
-26,982
547
$1.35M 0.04%
764,490
-90,250
548
$1.34M 0.04%
127,095
+11,310
549
$1.31M 0.04%
105,726
+12,907
550
$1.31M 0.04%
946,577
+6,843
20 21
22
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