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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.5M
3
+$16M
4
SUI icon
Sun Communities
SUI
+$15.9M
5
ADPT
Adeptus Health Inc
ADPT
+$14.5M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17.1M
5
MPT
Medical Properties Trust
MPT
+$14.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.76%
3 Industrials 13.47%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$946K 0.02%
53,742
-554
652
$840K 0.02%
+75,300
653
$838K 0.02%
226,970
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-227,970
655
$818K 0.02%
+84,115
656
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+25,000
657
$801K 0.02%
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658
$798K 0.02%
379,896
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659
$764K 0.02%
166,535
+96,793
660
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661
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662
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663
$698K 0.01%
183,283
664
$660K 0.01%
+29,289
665
$622K 0.01%
46,248
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666
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48,411
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77,551
-175
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669
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670
$561K 0.01%
108,345
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$560K 0.01%
35,037
-81
672
$534K 0.01%
22,826
-5,341
673
$521K 0.01%
+26,177
674
$503K 0.01%
28,710
-365,327
675
$470K 0.01%
6,999
+919
25 26
27
28 29