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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust, Inc.
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.82M 0.03%
+1,708
602
$1.78M 0.03%
137,734
-30,584
603
$1.74M 0.03%
+82,221
604
$1.71M 0.03%
573,006
+18,092
605
$1.71M 0.03%
+24,986
606
$1.69M 0.03%
79,829
-89,369
607
$1.67M 0.03%
64,383
+38,810
608
$1.67M 0.03%
175,282
+56,799
609
$1.67M 0.03%
75,163
+732
610
$1.62M 0.03%
+65,470
611
$1.61M 0.03%
107,970
+67,196
612
$1.6M 0.03%
193,493
-104,685
613
$1.59M 0.03%
+70,666
614
$1.59M 0.03%
134,709
+99,793
615
$1.56M 0.03%
496,100
-102,161
616
$1.51M 0.03%
85,964
+33,762
617
$1.5M 0.03%
57,273
+20,463
618
$1.49M 0.03%
4,499
+2,518
619
$1.47M 0.03%
104,833
+74,668
620
$1.45M 0.03%
17,739
-550
621
$1.43M 0.03%
99,950
-22,944
622
$1.42M 0.03%
646,053
+219,061
623
$1.39M 0.03%
+3,367
624
$1.38M 0.03%
697,652
-22,309
625
$1.36M 0.03%
+149,806
23 24
25
26 27