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
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.48M 0.03%
+9,163
602
$1.47M 0.03%
195,933
+65,600
603
$1.47M 0.03%
12,244
-40,969
604
$1.47M 0.03%
+32,240
605
$1.46M 0.03%
48,383
-72,702
606
$1.46M 0.03%
28,849
+5,221
607
$1.45M 0.03%
+21,989
608
$1.43M 0.03%
108,857
+19,046
609
$1.42M 0.03%
+20,688
610
$1.39M 0.03%
829,715
-17,186
611
$1.38M 0.03%
19,474
612
$1.37M 0.03%
160,932
-3,324
613
$1.36M 0.03%
+68,971
614
$1.35M 0.03%
29,533
+28,744
615
$1.34M 0.02%
70,632
-33,252
616
$1.33M 0.02%
81,301
+60,577
617
$1.32M 0.02%
22,796
-116,837
618
$1.31M 0.02%
41,282
-24,459
619
$1.31M 0.02%
+73,409
620
$1.27M 0.02%
99,966
-204,364
621
$1.26M 0.02%
94,331
+74,773
622
$1.25M 0.02%
+93,601
623
$1.24M 0.02%
575,259
-10,519
624
$1.24M 0.02%
1,145,525
-138,858
625
$1.21M 0.02%
66,586
+1,503
23 24
25
26 27