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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust, Inc.
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.34M 0.03%
45,035
-98,196
627
$1.27M 0.02%
+249,864
628
$1.26M 0.02%
+111,649
629
$1.25M 0.02%
14,873
+7,746
630
$1.24M 0.02%
109,425
+3,418
631
$1.24M 0.02%
10,602
-52,605
632
$1.23M 0.02%
+260,728
633
$1.21M 0.02%
84,680
+2,655
634
$1.19M 0.02%
+107,200
635
$1.19M 0.02%
129,947
-111,074
636
$1.18M 0.02%
+82,386
637
$1.15M 0.02%
113,125
-13,275
638
$1.12M 0.02%
207,444
-778,356
639
$1.12M 0.02%
45,584
-20,628
640
$1.06M 0.02%
+81,324
641
$1.02M 0.02%
+99,779
642
$1.01M 0.02%
214,626
+2,089
643
$991K 0.02%
139,644
+2,961
644
$978K 0.02%
30,576
-961
645
$978K 0.02%
125,608
-89,806
646
$975K 0.02%
47,516
+462
647
$968K 0.02%
34,355
-274
648
$965K 0.02%
116,916
-27,137
649
$955K 0.02%
41,696
+1,289
650
$944K 0.02%
87,139
-2,372
24 25
26
27 28