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
576
$1.36M 0.03%
50,732
577
$1.36M 0.03%
213,402
+24,390
578
$1.34M 0.03%
151,628
579
$1.34M 0.03%
202,436
-657,548
580
$1.33M 0.03%
+49,899
581
$1.33M 0.03%
176,502
-213,380
582
$1.32M 0.03%
+150,000
583
$1.3M 0.03%
+15,799
584
$1.27M 0.03%
+500,000
585
$1.27M 0.03%
34,369
-44,476
586
$1.26M 0.03%
399,212
-332,080
587
$1.24M 0.03%
104,337
-403,715
588
$1.24M 0.03%
96,901
-211
589
$1.24M 0.03%
+157,000
590
$1.22M 0.03%
+200,000
591
$1.2M 0.03%
35,483
+200
592
$1.2M 0.03%
+175,000
593
$1.19M 0.03%
81,113
-11,739
594
$1.19M 0.03%
49,088
-145,289
595
$1.18M 0.03%
+24,739
596
$1.16M 0.03%
+33,157
597
$1.15M 0.03%
144
+1
598
$1.14M 0.03%
793,350
-121,245
599
$1.13M 0.03%
8,037
-9,906
600
$1.13M 0.03%
45,754
+12,404
22 23
24
25 26