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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$12.2M
4
SF icon
Stifel
SF
+$11.3M
5
AORT icon
Artivion
AORT
+$11.1M

Top Sells

1
+$10.1M
2
+$9.99M
3
+$9.27M
4
WST icon
West Pharmaceutical
WST
+$8.67M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.77%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$528K 0.02%
+25,819
602
$503K 0.01%
37,811
+365
603
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+25,000
604
$493K 0.01%
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605
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606
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7,209
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607
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18,957
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608
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609
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1,114
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611
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$354K 0.01%
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$336K 0.01%
42,398
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615
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24,909
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621
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622
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623
$263K 0.01%
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624
$258K 0.01%
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625
$258K 0.01%
+932
23 24
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26 27