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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.31M 0.02%
163,311
+26,903
627
$1.27M 0.02%
38,044
-24,854
628
$1.26M 0.02%
42,678
+1,967
629
$1.25M 0.02%
11,988
-246
630
$1.24M 0.02%
52,428
+355
631
$1.22M 0.02%
+70,579
632
$1.2M 0.02%
561,426
-1,018
633
$1.19M 0.02%
+313
634
$1.17M 0.02%
68,066
+22,882
635
$1.15M 0.02%
163,421
+17,159
636
$1.15M 0.02%
240,630
+48,794
637
$1.14M 0.02%
729,585
+6,313
638
$1.1M 0.02%
165,034
+7,758
639
$1.08M 0.02%
+71,658
640
$1.07M 0.02%
+100,815
641
$1.05M 0.02%
92,036
+1,047
642
$1.04M 0.02%
29,684
+360
643
$1.04M 0.02%
+61,214
644
$1.02M 0.02%
170,453
-19,851
645
$1.02M 0.02%
49,395
+2,309
646
$1.01M 0.02%
47,901
+20,312
647
$999K 0.02%
43,867
+8,769
648
$983K 0.02%
+35,000
649
$976K 0.02%
213,472
-237,166
650
$970K 0.02%
36,662
+1,703
24 25
26
27 28