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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust, Inc.
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.17M 0.04%
+149,935
577
$2.15M 0.04%
66,776
-13,254
578
$2.15M 0.04%
103,028
-32,855
579
$2.13M 0.04%
915,383
+3,407
580
$2.13M 0.04%
566,591
-17,758
581
$2.12M 0.04%
+173,996
582
$2.11M 0.04%
255,943
-201,680
583
$2.09M 0.04%
128,706
+29,839
584
$2.08M 0.04%
+96,958
585
$2.07M 0.04%
551,212
+377,758
586
$2.03M 0.04%
+74,962
587
$2.02M 0.04%
+54,304
588
$1.99M 0.04%
+124,915
589
$1.97M 0.04%
24,827
-774
590
$1.95M 0.04%
118,015
+2,755
591
$1.93M 0.04%
133,249
-364,752
592
$1.93M 0.04%
98,963
-25,466
593
$1.92M 0.04%
+71,009
594
$1.89M 0.04%
44,415
-2,255
595
$1.87M 0.04%
+287,771
596
$1.86M 0.04%
+50,000
597
$1.86M 0.04%
90,978
+52,861
598
$1.85M 0.04%
+34,547
599
$1.82M 0.03%
+36,872
600
$1.82M 0.03%
302,393
+110,534
22 23
24
25 26