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
526
$688K 0.02%
84,363
-13
527
$687K 0.02%
+119,007
528
$684K 0.02%
56,068
529
$680K 0.02%
24,923
+863
530
$679K 0.02%
18,173
+5,769
531
$676K 0.02%
44,298
532
$675K 0.02%
40,695
533
$672K 0.02%
20,651
-3
534
$666K 0.02%
+22,603
535
$662K 0.02%
+14,033
536
$652K 0.02%
22,496
+775
537
$636K 0.02%
2,670
+92
538
$621K 0.02%
+60,128
539
$618K 0.02%
87,409
-12
540
$616K 0.02%
78,425
+31
541
$615K 0.02%
258,550
-37
542
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95,869
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543
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13,628
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545
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28,880
546
$594K 0.02%
3,060
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547
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24,233
-1,745
548
$578K 0.02%
24,219
-1,433
549
$551K 0.02%
7,834
-9
550
$523K 0.01%
13,115
+1,786
20 21
22
23 24