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
$2.72B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.5M
3
+$13.4M
4
XEC
CIMAREX ENERGY CO
XEC
+$11.7M
5
CERS icon
Cerus
CERS
+$10.9M

Top Sells

1
+$16.6M
2
+$16.4M
3
+$16M
4
PUMP icon
ProPetro Holding
PUMP
+$13.8M
5
BANR icon
Banner Corp
BANR
+$13.6M

Sector Composition

1 Financials 21.02%
2 Technology 16.51%
3 Industrials 14.22%
4 Real Estate 11.15%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$294K 0.01%
+8,601
627
$284K 0.01%
45,977
+14,582
628
$280K 0.01%
16,964
-92,575
629
$280K 0.01%
40,918
630
$277K 0.01%
+24,845
631
$276K 0.01%
+30,450
632
$274K 0.01%
57,317
-30,634
633
$272K 0.01%
+6,254
634
$243K 0.01%
819
-2
635
$237K 0.01%
6,687
-2,363
636
$226K 0.01%
4,016
-3,462
637
$225K 0.01%
36,726
638
$223K 0.01%
12,981
+1,001
639
$223K 0.01%
+47,361
640
$200K 0.01%
+17,780
641
$197K 0.01%
+14,590
642
$193K 0.01%
11,583
-1,968
643
$193K 0.01%
+28,513
644
$191K 0.01%
+17,599
645
$180K 0.01%
17,262
-3,549
646
$179K 0.01%
18,192
-194,043
647
$173K 0.01%
+10,092
648
$170K 0.01%
+15,845
649
$162K 0.01%
10,772
-173,473
650
– –
-369,232
24 25
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