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
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$859K 0.02%
129,749
+22,694
652
$855K 0.02%
27,176
+4,787
653
$854K 0.02%
59,612
+23,164
654
$843K 0.02%
65,341
+31,025
655
$833K 0.02%
396,440
+156,040
656
$828K 0.02%
57,075
+9,960
657
$806K 0.01%
+47,386
658
$803K 0.01%
407,744
+183,386
659
$792K 0.01%
235,731
-4,856
660
$790K 0.01%
15,170
661
$777K 0.01%
15,058
-309
662
$765K 0.01%
+15,183
663
$748K 0.01%
210,683
-4,462
664
$744K 0.01%
61,814
-1,274
665
$740K 0.01%
16,382
+1,382
666
$732K 0.01%
+34,695
667
$708K 0.01%
+130,843
668
$701K 0.01%
46,450
+29,518
669
$701K 0.01%
+22,361
670
$700K 0.01%
70,451
-1,543
671
$695K 0.01%
18,211
+3,211
672
$685K 0.01%
+30,818
673
$679K 0.01%
105,955
-6,325
674
$669K 0.01%
107,498
+40,252
675
$655K 0.01%
31,393
-719
25 26
27
28 29