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
$4.74B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$14.9M
3
+$14.2M
4
STKL
SunOpta
STKL
+$13.5M
5
FIBK icon
First Interstate BancSystem
FIBK
+$9.59M

Top Sells

1
+$28.2M
2
+$17.6M
3
+$15.1M
4
LDL
Lydall, Inc.
LDL
+$13.9M
5
ZIXI
Zix Corporation
ZIXI
+$13.1M

Sector Composition

1 Financials 22.07%
2 Industrials 16.1%
3 Technology 13.34%
4 Consumer Discretionary 11.72%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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