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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$13.2M
4
HELE icon
Helen of Troy
HELE
+$12.9M
5
LRN icon
Stride
LRN
+$12.3M

Top Sells

1
+$16.2M
2
+$12.7M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.8M

Sector Composition

1 Financials 14.16%
2 Industrials 13.02%
3 Technology 12.2%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$810K 0.02%
47,127
+677
652
$809K 0.02%
35,574
+879
653
$805K 0.02%
+34,959
654
$805K 0.02%
406,540
+10,100
655
$803K 0.02%
28,082
-767
656
$796K 0.02%
60,110
+498
657
$789K 0.01%
+50,000
658
$781K 0.01%
75,129
+7,620
659
$761K 0.01%
+102,019
660
$759K 0.01%
66,051
-121,308
661
$747K 0.01%
86,824
-24,207
662
$746K 0.01%
66,873
-14,053
663
$746K 0.01%
191,836
+100,229
664
$745K 0.01%
+39,952
665
$742K 0.01%
436,229
-112,657
666
$735K 0.01%
16,581
+1,411
667
$733K 0.01%
14,676
-382
668
$721K 0.01%
68,576
-1,875
669
$719K 0.01%
107,972
+2,017
670
$693K 0.01%
279,367
+177,408
671
$645K 0.01%
+33,032
672
$639K 0.01%
17,740
+450
673
$606K 0.01%
34,261
+859
674
$597K 0.01%
+27,589
675
$584K 0.01%
280,928
-84,703
25 26
27
28 29