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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.19M 0.02%
+86,050
652
$1.17M 0.02%
+82,025
653
$1.15M 0.02%
144,053
+1,128
654
$1.12M 0.02%
174,667
-18,800
655
$1.11M 0.02%
+166,862
656
$1.07M 0.02%
80,105
-15,700
657
$1.06M 0.02%
191,859
-307,004
658
$1.05M 0.02%
79,005
-1,364
659
$1.05M 0.02%
270,283
-1,493
660
$1.02M 0.02%
+248,073
661
$1.02M 0.02%
136,683
+235
662
$1.02M 0.02%
+60,071
663
$996K 0.02%
42,784
-28,435
664
$986K 0.02%
+47,085
665
$967K 0.02%
+34,629
666
$954K 0.02%
36,810
-15,840
667
$919K 0.02%
6,491
+3,308
668
$916K 0.02%
+55,528
669
$912K 0.02%
52,202
-1,032
670
$912K 0.02%
47,054
+35,616
671
$885K 0.02%
+40,407
672
$879K 0.02%
3,316
-35
673
$860K 0.02%
+45,989
674
$857K 0.02%
284,654
-3,113
675
$834K 0.01%
+173,454
25 26
27
28 29