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
576
$926K 0.03%
88,431
-23,623
577
$916K 0.03%
50,901
-356
578
$908K 0.03%
7,931
+1,226
579
$902K 0.03%
97,109
-11,422
580
$899K 0.03%
+21,702
581
$880K 0.03%
133,556
-15,966
582
$861K 0.02%
+59,800
583
$856K 0.02%
173
+17
584
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62,622
+455
585
$849K 0.02%
31,406
-190,103
586
$793K 0.02%
9,986
-91,759
587
$769K 0.02%
+69,783
588
$768K 0.02%
227,813
+2,600
589
$719K 0.02%
50,787
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590
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591
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195,296
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592
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120,898
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593
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102,104
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594
$649K 0.02%
54
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595
$600K 0.02%
+6,581
596
– –
0
597
$590K 0.02%
79,136
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598
$544K 0.02%
2,396
-44,148
599
$542K 0.02%
23,095
+11,512
600
$538K 0.02%
13,254
+955
22 23
24
25 26