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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.69M 0.04%
221,986
-481
552
$1.68M 0.04%
26,948
-64
553
$1.67M 0.04%
85,831
-35,770
554
$1.65M 0.04%
245,829
-534
555
$1.63M 0.04%
65,506
-120,203
556
$1.61M 0.04%
+24,963
557
$1.6M 0.04%
434,704
-107,408
558
$1.6M 0.04%
20,032
-4,971
559
$1.59M 0.04%
+65,215
560
$1.59M 0.04%
+151,153
561
$1.55M 0.04%
87,691
-191
562
$1.55M 0.04%
18,309
-57,798
563
$1.55M 0.04%
54,783
-23,137
564
$1.54M 0.04%
+16,219
565
$1.52M 0.04%
50,741
-5,517
566
$1.5M 0.04%
60,709
567
$1.49M 0.04%
+49,976
568
$1.46M 0.04%
168,487
-296,548
569
$1.45M 0.04%
146,515
-144,172
570
$1.44M 0.04%
118,591
-39,205
571
$1.43M 0.04%
+91,992
572
$1.42M 0.04%
+200,000
573
$1.39M 0.03%
72,152
-318,629
574
$1.37M 0.03%
50,060
-38,993
575
$1.36M 0.03%
+149,696
21 22
23
24 25