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
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$19.3M
3
+$19.3M
4
EDR
Education Realty Trust Inc
EDR
+$18.6M
5
OIS icon
Oil States International
OIS
+$17.2M

Top Sells

1
+$26.8M
2
+$23.8M
3
+$21.3M
4
DCH
Dauch Corp
DCH
+$16.3M
5
LPNT
LifePoint Health, Inc.
LPNT
+$15.7M

Sector Composition

1 Financials 21.82%
2 Technology 13.94%
3 Industrials 13.66%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.9M 0.03%
76,725
+29,242
602
$1.89M 0.03%
52,840
-2,348
603
$1.89M 0.03%
+100,109
604
$1.88M 0.03%
80,097
-19,253
605
$1.87M 0.03%
451,371
-140,566
606
$1.87M 0.03%
71,219
-15,798
607
$1.86M 0.03%
+25,000
608
$1.82M 0.03%
+50,000
609
$1.82M 0.03%
76,737
+2,472
610
$1.81M 0.03%
25,895
-40,387
611
$1.8M 0.03%
+46,670
612
$1.78M 0.03%
74,383
613
$1.77M 0.03%
+188,751
614
$1.76M 0.03%
+33,778
615
$1.72M 0.03%
+100,000
616
$1.72M 0.03%
+150,000
617
$1.69M 0.03%
138,118
+88,178
618
$1.68M 0.03%
+106,869
619
$1.68M 0.03%
114,832
+6,484
620
$1.68M 0.03%
+99,151
621
$1.67M 0.03%
280,759
+245,689
622
$1.66M 0.03%
93,890
-16,640
623
$1.66M 0.03%
920,757
-81,775
624
$1.65M 0.03%
20,092
+16,049
625
$1.65M 0.03%
+42,101
23 24
25
26 27