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
$4.19B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.8M
3
+$15.6M
4
WCC icon
WESCO International
WCC
+$13.2M
5
OZK icon
Bank OZK
OZK
+$12.9M

Top Sells

1
+$25.9M
2
+$13.9M
3
+$12.5M
4
COOP
Mr. Cooper
COOP
+$12M
5
HURN icon
Huron Consulting
HURN
+$10.9M

Sector Composition

1 Financials 20.62%
2 Healthcare 18.1%
3 Industrials 18.07%
4 Technology 12.71%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$531K 0.01%
204,182
+21,610
577
$496K 0.01%
+5,204
578
$495K 0.01%
10,579
-37,924
579
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22,306
-132,034
580
$487K 0.01%
4,304
-16,195
581
$486K 0.01%
52,268
-261,798
582
$484K 0.01%
3,424
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583
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5,482
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584
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16,601
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585
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18,455
-106,137
586
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587
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1,541
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588
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105,231
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589
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75,593
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590
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4,623
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592
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5,389
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593
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2,234
-11,252
594
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10,148
-15,619
595
$381K 0.01%
15,646
-149,908
596
$381K 0.01%
5,513
-23,043
597
$376K 0.01%
5,308
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598
$376K 0.01%
12,835
-57,009
599
$374K 0.01%
45,510
-218,286
600
$351K 0.01%
21,309
-124,311
22 23
24
25 26