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
$3.54B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11M
3
+$9.72M
4
HOMB icon
Home BancShares
HOMB
+$9.18M
5
STR
Sitio Royalties
STR
+$8.57M

Top Sells

1
+$20.1M
2
+$10.3M
3
+$8.75M
4
WNC icon
Wabash National
WNC
+$8.68M
5
DECK icon
Deckers Outdoor
DECK
+$8.68M

Sector Composition

1 Financials 22.46%
2 Industrials 17.39%
3 Healthcare 11.34%
4 Technology 10.75%
5 Real Estate 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$352K 0.01%
+28,395
577
$352K 0.01%
5,286
-143,418
578
$345K 0.01%
4,055
-365
579
$344K 0.01%
3,071
-3,404
580
$342K 0.01%
228,056
-33
581
$341K 0.01%
2,752
-30,659
582
$310K 0.01%
+2,239
583
$302K 0.01%
+15,648
584
$286K 0.01%
+57,972
585
$277K 0.01%
3,725
-634
586
$268K 0.01%
+13,412
587
$268K 0.01%
21,628
-2,645
588
$262K 0.01%
20,072
-1,814
589
$250K 0.01%
2,346
-132
590
$242K 0.01%
49,045
+3,501
591
$222K 0.01%
1,062
-181
592
$216K 0.01%
+1,335
593
$215K 0.01%
3,250
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594
$212K 0.01%
2,917
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595
$192K 0.01%
+25,448
596
$192K 0.01%
49,408
-2,684
597
$191K 0.01%
11,574
-644
598
$170K ﹤0.01%
119,562
-6,472
599
$151K ﹤0.01%
12,179
-2
600
$142K ﹤0.01%
149,649
22 23
24
25 26