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
551
$2M 0.04%
205,188
+1,988
552
$2M 0.04%
+200,000
553
$1.98M 0.04%
23,336
+109
554
$1.98M 0.04%
+130,525
555
$1.95M 0.04%
+126,056
556
$1.95M 0.04%
16,712
-222
557
$1.94M 0.04%
36,701
-2,657
558
$1.92M 0.04%
96,521
+41,760
559
$1.92M 0.04%
+66,906
560
$1.89M 0.04%
180,573
-1
561
$1.88M 0.04%
93,191
-1,237
562
$1.87M 0.03%
186,580
+8,458
563
$1.87M 0.03%
116,994
-70
564
$1.87M 0.03%
102,979
-26,647
565
$1.86M 0.03%
15,111
+4,233
566
$1.83M 0.03%
+68,745
567
$1.82M 0.03%
+41,028
568
$1.81M 0.03%
145,352
-4,648
569
$1.8M 0.03%
41,788
+12,047
570
$1.8M 0.03%
5,874
+48
571
$1.79M 0.03%
20,182
-1,266
572
$1.77M 0.03%
214,600
+8,613
573
$1.75M 0.03%
4,005
+141
574
$1.74M 0.03%
+648,632
575
$1.73M 0.03%
94,465
+578
21 22
23
24 25