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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$12.2M
4
SF icon
Stifel
SF
+$11.3M
5
AORT icon
Artivion
AORT
+$11.1M

Top Sells

1
+$10.1M
2
+$9.99M
3
+$9.27M
4
WST icon
West Pharmaceutical
WST
+$8.67M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.77%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$254K 0.01%
36,833
+107
627
$245K 0.01%
20,254
+2,992
628
$239K 0.01%
+2,750
629
$231K 0.01%
+1,156
630
$225K 0.01%
+1,337
631
$224K 0.01%
+8,067
632
$214K 0.01%
+5,056
633
$213K 0.01%
+10,244
634
$208K 0.01%
+1,487
635
$206K 0.01%
+1,015
636
$203K 0.01%
+2,401
637
$200K 0.01%
+76
638
$180K 0.01%
18,024
-168
639
$157K ﹤0.01%
10,772
640
$16K ﹤0.01%
+1,490
641
– –
-6,758
642
– –
-5,400
643
– –
-11,883
644
– –
-37,362
645
– –
-50,154
646
– –
-248,997
647
– –
-325,520
648
– –
-77,002
649
– –
-71,048
650
– –
-29,830
24 25
26
27 28