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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust, Inc.
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$926K 0.02%
43,465
-3,620
652
$923K 0.02%
4,559
+1,243
653
$911K 0.02%
22,329
-11,999
654
$902K 0.02%
54,860
+25,542
655
$900K 0.02%
+3,542
656
$893K 0.02%
33,305
-30,621
657
$858K 0.02%
+70,000
658
$848K 0.02%
+262,613
659
$823K 0.02%
18,819
+648
660
$797K 0.02%
+108,416
661
$794K 0.02%
+20,194
662
$793K 0.02%
62,849
-41,842
663
$784K 0.02%
26,802
-48,757
664
$734K 0.01%
+24,081
665
$708K 0.01%
44,035
+31,428
666
$679K 0.01%
48,361
+1,508
667
$675K 0.01%
27,990
-299,954
668
$656K 0.01%
6,149
-294
669
$655K 0.01%
269,386
-897
670
$653K 0.01%
+25,500
671
$650K 0.01%
+21,200
672
$608K 0.01%
+52,218
673
$596K 0.01%
89,620
-85,047
674
$578K 0.01%
69,918
+1,458
675
$575K 0.01%
15,562
+151
25 26
27
28 29