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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.5M 0.03%
89,511
-4,379
627
$1.48M 0.03%
136,789
-1,329
628
$1.48M 0.03%
60,819
+5,845
629
$1.46M 0.03%
153,471
-1,777
630
$1.46M 0.03%
152,433
-718,545
631
$1.43M 0.02%
118,483
+3,651
632
$1.42M 0.02%
+177,186
633
$1.41M 0.02%
54,102
-40,072
634
$1.4M 0.02%
+50,000
635
$1.4M 0.02%
158,463
-173,424
636
$1.4M 0.02%
62,335
-2,070
637
$1.4M 0.02%
+36,809
638
$1.39M 0.02%
60,373
+103
639
$1.38M 0.02%
70,163
-79,557
640
$1.36M 0.02%
30,555
-25,235
641
$1.35M 0.02%
129,021
+67,970
642
$1.32M 0.02%
895,269
-25,488
643
$1.31M 0.02%
104,691
-68,079
644
$1.29M 0.02%
34,328
+1,119
645
$1.28M 0.02%
490,909
-1,839
646
$1.27M 0.02%
+63,400
647
$1.26M 0.02%
52,329
-23,380
648
$1.25M 0.02%
59,431
+49,356
649
$1.24M 0.02%
69,627
+49,741
650
$1.22M 0.02%
+106,007
24 25
26
27 28