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
551
$1.29M 0.04%
40,138
+6,207
552
$1.28M 0.04%
32,776
+222
553
$1.28M 0.04%
292,683
-339,052
554
$1.27M 0.04%
+194,814
555
$1.25M 0.04%
+24,032
556
$1.22M 0.04%
152,327
+1,195
557
$1.19M 0.03%
14,854
-2,427
558
$1.18M 0.03%
+42,677
559
$1.17M 0.03%
51,388
-2,711
560
$1.16M 0.03%
594,253
-13,424
561
$1.15M 0.03%
41,908
+280
562
$1.15M 0.03%
17,768
+122
563
$1.13M 0.03%
40,830
+1,709
564
$1.11M 0.03%
39,561
-7,420
565
$1.11M 0.03%
601,142
-121,247
566
$1.01M 0.03%
+22,882
567
$1.01M 0.03%
79,861
-28,377
568
$999K 0.03%
+41,669
569
$995K 0.03%
+25,190
570
$988K 0.03%
+237,416
571
$967K 0.03%
27,704
+16,319
572
$955K 0.03%
12,475
-70,877
573
$940K 0.03%
477,015
+5,446
574
$934K 0.03%
+269,276
575
$934K 0.03%
37,802
+5,850
21 22
23
24 25