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
576
$1.73M 0.03%
+207,382
577
$1.73M 0.03%
111,198
+4,785
578
$1.72M 0.03%
1,304,458
+4,201
579
$1.71M 0.03%
140,283
+1,006
580
$1.71M 0.03%
93,705
+13,117
581
$1.71M 0.03%
+343,029
582
$1.7M 0.03%
181,561
+81,561
583
$1.69M 0.03%
137,612
+57,105
584
$1.68M 0.03%
93,279
+22,591
585
$1.68M 0.03%
234,271
-149,616
586
$1.67M 0.03%
+80,652
587
$1.67M 0.03%
21,700
-289
588
$1.65M 0.03%
22,252
-294
589
$1.65M 0.03%
65,808
-4,823
590
$1.65M 0.03%
39,591
+283
591
$1.63M 0.03%
91,511
-1,215
592
$1.62M 0.03%
202,927
+59,993
593
$1.6M 0.03%
638,238
+5,471
594
$1.59M 0.03%
89,168
-14,249
595
$1.57M 0.03%
100,542
+69,888
596
$1.55M 0.03%
28,784
-47
597
$1.54M 0.03%
310,871
+14,050
598
$1.53M 0.03%
214,795
+201,802
599
$1.52M 0.03%
140,321
+971
600
$1.51M 0.03%
104,245
+645
22 23
24
25 26