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
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.8M
3
+$15.6M
4
WCC icon
WESCO International
WCC
+$13.2M
5
OZK icon
Bank OZK
OZK
+$12.9M

Top Sells

1
+$25.9M
2
+$13.9M
3
+$12.5M
4
COOP
Mr. Cooper
COOP
+$12M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.62%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.71%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$709K 0.02%
+1,198
552
$688K 0.02%
+30,937
553
$683K 0.02%
78,518
-424,626
554
$679K 0.02%
5,822
-32,119
555
$675K 0.02%
65,749
+5,255
556
$663K 0.02%
18,595
-26,601
557
$656K 0.02%
62,514
-283,035
558
$648K 0.02%
42,990
-230,463
559
$648K 0.02%
35,857
-179,668
560
$646K 0.02%
40,401
-145,376
561
$645K 0.02%
25,539
-118,890
562
$631K 0.02%
62,558
-260,553
563
$620K 0.01%
31,216
-172,761
564
$620K 0.01%
3,577
+1,205
565
$612K 0.01%
15,648
-89,031
566
$611K 0.01%
526,740
-2,096
567
$609K 0.01%
4,451
+56
568
$600K 0.01%
24,052
-10,948
569
$586K 0.01%
31,857
+10,687
570
$576K 0.01%
223,449
+81,824
571
$561K 0.01%
10,609
-51,922
572
$551K 0.01%
13,071
-65,462
573
$541K 0.01%
53,593
+685
574
$540K 0.01%
1,732,865
+187,478
575
$537K 0.01%
+17,271
21 22
23
24 25