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
$5.14B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$14.3M
4
BOOT icon
Boot Barn
BOOT
+$10.9M
5
CATY icon
Cathay General Bancorp
CATY
+$10.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$16.1M
4
ICLR icon
Icon
ICLR
+$15.5M
5
CCC
Calgon Carbon Corp
CCC
+$15.5M

Sector Composition

1 Financials 21.92%
2 Industrials 16.76%
3 Technology 12.98%
4 Consumer Discretionary 11.4%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2M 0.04%
135,953
-27,893
602
$1.97M 0.04%
54,023
-1,830
603
$1.95M 0.04%
816,571
-74,603
604
$1.94M 0.04%
72,397
-303
605
$1.92M 0.04%
141,179
-50,580
606
$1.86M 0.04%
74,245
+55,921
607
$1.84M 0.04%
40,275
-1,338
608
$1.8M 0.04%
+56,936
609
$1.8M 0.04%
+138,426
610
$1.79M 0.03%
76,023
-107,492
611
$1.79M 0.03%
135,791
-12,284
612
$1.77M 0.03%
91,798
-8,392
613
$1.76M 0.03%
42,204
-3,873
614
$1.71M 0.03%
181,080
-16,499
615
$1.71M 0.03%
18,733
-6,603
616
$1.7M 0.03%
45,260
+21,028
617
$1.69M 0.03%
43,610
-32,223
618
$1.66M 0.03%
607,935
-521,646
619
$1.66M 0.03%
47,970
+5,332
620
$1.65M 0.03%
+246,360
621
$1.64M 0.03%
911,446
+209,916
622
$1.62M 0.03%
+369,131
623
$1.62M 0.03%
97,739
-8,856
624
$1.6M 0.03%
433,603
-38,954
625
$1.6M 0.03%
69,690
-212,518
23 24
25
26 27