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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$13.2M
4
HELE icon
Helen of Troy
HELE
+$12.9M
5
LRN icon
Stride
LRN
+$12.3M

Top Sells

1
+$16.2M
2
+$12.7M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.8M

Sector Composition

1 Financials 14.16%
2 Industrials 13.02%
3 Technology 12.2%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.11M 0.02%
80,507
+19,023
627
$1.07M 0.02%
29,741
+13,359
628
$1.07M 0.02%
+50,000
629
$1.06M 0.02%
+29,324
630
$1.04M 0.02%
146,262
-49,671
631
$1.02M 0.02%
34,524
-23,596
632
$1.01M 0.02%
343,559
+156,681
633
$977K 0.02%
157,276
+49,778
634
$964K 0.02%
133,005
+3,256
635
$962K 0.02%
35,098
+4,777
636
$960K 0.02%
+102,610
637
$956K 0.02%
104,558
+71,018
638
$955K 0.02%
723,272
-19,715
639
$951K 0.02%
99,734
+16,668
640
$946K 0.02%
65,547
-43,310
641
$945K 0.02%
+69,093
642
$942K 0.02%
126,399
-82,837
643
$920K 0.02%
47,086
+782
644
$873K 0.02%
479,428
+71,684
645
$870K 0.02%
129,588
-139,632
646
$836K 0.02%
+100,000
647
$829K 0.02%
+77,212
648
$824K 0.02%
+45,184
649
$810K 0.02%
201,964
+88,485
650
$810K 0.02%
27,869
+693
24 25
26
27 28