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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$774K 0.02%
44,919
-3,365
627
$771K 0.02%
53,060
-189,387
628
$767K 0.02%
+17,265
629
$765K 0.02%
124,746
+86,864
630
$738K 0.02%
64,598
631
$727K 0.02%
36,616
-2,812
632
$707K 0.02%
38,626
633
$707K 0.02%
21,244
+578
634
$704K 0.02%
17,286
-1,294
635
$700K 0.02%
361,080
-834
636
$696K 0.02%
348,233
-757
637
$681K 0.02%
23,652
638
$670K 0.02%
+99,796
639
$659K 0.02%
392,252
-881
640
$650K 0.02%
68,862
-6,079
641
$622K 0.02%
+20,163
642
$612K 0.02%
+26,100
643
$590K 0.01%
31,265
-171,860
644
$533K 0.01%
17,624
645
$505K 0.01%
143,158
646
$489K 0.01%
11,506
-1,900
647
$485K 0.01%
39,901
-4,494
648
$483K 0.01%
26,411
649
$476K 0.01%
553,104
+248,871
650
$470K 0.01%
22,630
24 25
26
27 28