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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.12M 0.03%
+61,477
602
$1.11M 0.03%
32,411
+12
603
$1.1M 0.03%
+95,350
604
$1.09M 0.03%
49,906
-97,493
605
$1.09M 0.03%
1,297,472
+921,193
606
$1.09M 0.03%
147,037
-129,557
607
$1.05M 0.03%
80,030
-18,982
608
$1.05M 0.03%
39,732
-80
609
$1.03M 0.03%
124,620
+25,920
610
$999K 0.02%
425,438
-926
611
$993K 0.02%
43,287
612
$937K 0.02%
192,743
-444
613
$933K 0.02%
59,644
-10,121
614
$931K 0.02%
169,886
-392
615
$927K 0.02%
113,774
+29,523
616
$906K 0.02%
642,727
-1,395
617
$899K 0.02%
49,676
618
$895K 0.02%
44,689
-21,600
619
$893K 0.02%
+56,667
620
$849K 0.02%
97,035
-211
621
$832K 0.02%
65,388
-377,613
622
$823K 0.02%
369,195
-6,870
623
$811K 0.02%
22,903
624
$794K 0.02%
735,392
-1,599
625
$786K 0.02%
173,855
-28,687
23 24
25
26 27