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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.87M 0.03%
156,177
-4,052
602
$1.86M 0.03%
68,804
+15,345
603
$1.86M 0.03%
+49,841
604
$1.82M 0.03%
66,212
-71,416
605
$1.78M 0.03%
127,063
-5,046
606
$1.75M 0.03%
+131,781
607
$1.73M 0.03%
12,392
+1,905
608
$1.72M 0.03%
9,422
-21,268
609
$1.71M 0.03%
60,938
-243
610
$1.7M 0.03%
62,707
-6,642
611
$1.69M 0.03%
63,926
-14,977
612
$1.68M 0.03%
99,755
-245
613
$1.67M 0.03%
150,045
-44,125
614
$1.66M 0.03%
99,213
-7,656
615
$1.65M 0.03%
+49,472
616
$1.64M 0.03%
18,289
-210
617
$1.63M 0.03%
66,675
-197,171
618
$1.61M 0.03%
31,537
+9,789
619
$1.6M 0.03%
+44,636
620
$1.57M 0.03%
46,670
621
$1.55M 0.03%
98,867
-1,133
622
$1.55M 0.03%
+87,718
623
$1.53M 0.03%
74,431
+60,000
624
$1.51M 0.03%
554,914
+171,342
625
$1.5M 0.03%
126,400
-67,306
23 24
25
26 27