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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.3M
3
+$14.6M
4
BDC icon
Belden
BDC
+$13.9M
5
TGI
Triumph Group
TGI
+$11.9M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$16.6M
4
TTMI icon
TTM Technologies
TTMI
+$15.2M
5
WGO icon
Winnebago Industries
WGO
+$12.8M

Sector Composition

1 Financials 21.84%
2 Industrials 16.36%
3 Technology 12.16%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.93M 0.04%
216,069
-266,566
602
$1.93M 0.04%
262,914
-4,314
603
$1.92M 0.04%
148,527
-34,312
604
$1.91M 0.04%
3,159
+680
605
$1.89M 0.04%
40,275
606
$1.85M 0.03%
+99,024
607
$1.85M 0.03%
83,651
-46,933
608
$1.79M 0.03%
170,693
+26,633
609
$1.77M 0.03%
53,299
+5,329
610
$1.77M 0.03%
+97,294
611
$1.76M 0.03%
+84,898
612
$1.68M 0.03%
549,262
-58,673
613
$1.68M 0.03%
66,244
-54,422
614
$1.67M 0.03%
+98,904
615
$1.66M 0.03%
55,469
-71,501
616
$1.66M 0.03%
149,317
-2,453
617
$1.65M 0.03%
60,585
-35,707
618
$1.62M 0.03%
914,595
+3,149
619
$1.6M 0.03%
123,798
+60,207
620
$1.59M 0.03%
+99,526
621
$1.58M 0.03%
+99,180
622
$1.57M 0.03%
75,256
+718
623
$1.57M 0.03%
397,755
-39,710
624
$1.53M 0.03%
86,868
-266,800
625
$1.52M 0.03%
55,155
+3,793
23 24
25
26 27