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
$4.19B
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.3M
3
+$8.79M
4
MRCY icon
Mercury Systems
MRCY
+$8.73M
5
OSBC icon
Old Second Bancorp
OSBC
+$7.85M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$14.4M
4
CRS icon
Carpenter Technology
CRS
+$13.2M
5
GTLS icon
Chart Industries
GTLS
+$12.5M

Sector Composition

1 Financials 20.27%
2 Industrials 19.02%
3 Healthcare 16.19%
4 Technology 14.12%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$733K 0.02%
3,910
+333
527
$728K 0.02%
64,926
-823
528
$717K 0.02%
31,033
-58,915
529
$702K 0.02%
+62,146
530
$677K 0.02%
34,839
+2,982
531
$629K 0.02%
311,289
+107,107
532
$628K 0.02%
55,702
+2,109
533
$620K 0.01%
4,836
+213
534
$617K 0.01%
344,927
-3,281
535
$616K 0.01%
+12,755
536
$595K 0.01%
+23,025
537
$569K 0.01%
199,108
-24,341
538
$566K 0.01%
4,503
+52
539
$544K 0.01%
1,668
+127
540
$543K 0.01%
61,443
-49,423
541
$512K 0.01%
60,708
-253,707
542
$497K 0.01%
100,677
-111,459
543
$496K 0.01%
1,502,329
-230,536
544
$420K 0.01%
5,504
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545
$406K 0.01%
7,423
-48,062
546
$387K 0.01%
195,399
-86,282
547
$374K 0.01%
90,203
+62,979
548
$366K 0.01%
277,584
+23,880
549
$307K 0.01%
7,555
-22,055
550
$282K 0.01%
1,668
-1,756
20 21
22
23 24