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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.3M
3
+$14.6M
4
BDC icon
Belden
BDC
+$13.9M
5
TGI
Triumph Group
TGI
+$11.9M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$16.6M
4
TTMI icon
TTM Technologies
TTMI
+$15.2M
5
WGO icon
Winnebago Industries
WGO
+$12.8M

Sector Composition

1 Financials 21.84%
2 Industrials 16.36%
3 Technology 12.16%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.52M 0.03%
363,167
-5,964
627
$1.51M 0.03%
50,732
-442
628
$1.51M 0.03%
61,639
+24,081
629
$1.51M 0.03%
+16,643
630
$1.5M 0.03%
164,746
631
$1.5M 0.03%
+15,514
632
$1.49M 0.03%
635,708
-10,438
633
$1.46M 0.03%
66,289
+18,103
634
$1.44M 0.03%
136
+18
635
$1.42M 0.03%
62,726
+34,627
636
$1.4M 0.03%
42,261
637
$1.37M 0.03%
158,863
+45,670
638
$1.34M 0.03%
47,592
639
$1.33M 0.02%
231,511
-3,804
640
$1.31M 0.02%
118,818
+21,504
641
$1.3M 0.02%
67,671
+12,402
642
$1.29M 0.02%
+123,593
643
$1.29M 0.02%
+172,122
644
$1.28M 0.02%
426,622
-6,981
645
$1.27M 0.02%
+57,355
646
$1.26M 0.02%
+110,915
647
$1.25M 0.02%
+22,172
648
$1.25M 0.02%
15,204
-249
649
$1.25M 0.02%
139,548
+23,129
650
$1.25M 0.02%
195,279
+175,696
24 25
26
27 28