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
$3.54B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11M
3
+$9.72M
4
HOMB icon
Home BancShares
HOMB
+$9.18M
5
STR
Sitio Royalties
STR
+$8.57M

Top Sells

1
+$20.1M
2
+$10.3M
3
+$8.75M
4
WNC icon
Wabash National
WNC
+$8.68M
5
DECK icon
Deckers Outdoor
DECK
+$8.68M

Sector Composition

1 Financials 22.46%
2 Industrials 17.39%
3 Healthcare 11.34%
4 Technology 10.75%
5 Real Estate 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$132K ﹤0.01%
11,308
-177
602
$131K ﹤0.01%
+19,990
603
$126K ﹤0.01%
15,409
+593
604
$120K ﹤0.01%
120,389
-19
605
$117K ﹤0.01%
16,149
-12,839
606
$70.2K ﹤0.01%
10,442
+402
607
$68.6K ﹤0.01%
+20,012
608
$64.7K ﹤0.01%
14,485
+557
609
$51K ﹤0.01%
15,832
-2,702
610
$23.5K ﹤0.01%
+25,245
611
– –
-185,327
612
– –
-16,351
613
– –
-25,216
614
– –
-37,289
615
– –
-548
616
– –
-220,683
617
– –
-5,976
618
– –
-119,457
619
– –
-45,173
620
– –
-104,881
621
– –
-12,017
622
– –
-148,827
623
– –
-49,957
624
– –
-165,152
625
– –
-78,460
23 24
25
26 27