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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.51M 0.03%
9,043
-120
602
$1.5M 0.03%
251,807
+122,219
603
$1.47M 0.03%
112,641
-36,074
604
$1.46M 0.03%
75,108
+3,202
605
$1.46M 0.03%
86,790
+3,867
606
$1.45M 0.03%
66,856
+16,856
607
$1.44M 0.03%
190,180
-13,834
608
$1.44M 0.03%
29,700
-14,518
609
$1.43M 0.03%
33,285
+339
610
$1.43M 0.03%
+10,089
611
$1.41M 0.03%
+148,789
612
$1.4M 0.03%
179,819
+7,790
613
$1.4M 0.03%
106,374
+764
614
$1.4M 0.03%
211,084
-596,085
615
$1.4M 0.03%
+96,918
616
$1.38M 0.03%
166,143
-161,053
617
$1.38M 0.03%
2,476
-33
618
$1.37M 0.03%
124,168
+25,931
619
$1.36M 0.03%
458,347
+852
620
$1.34M 0.02%
+81,809
621
$1.33M 0.02%
402,016
+4,673
622
$1.33M 0.02%
+55,667
623
$1.32M 0.02%
296,765
+2,056
624
$1.32M 0.02%
122,931
+784
625
$1.31M 0.02%
155,649
-248
23 24
25
26 27