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
$5.14B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$14.3M
4
BOOT icon
Boot Barn
BOOT
+$10.9M
5
CATY icon
Cathay General Bancorp
CATY
+$10.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$16.1M
4
ICLR icon
Icon
ICLR
+$15.5M
5
CCC
Calgon Carbon Corp
CCC
+$15.5M

Sector Composition

1 Financials 21.92%
2 Industrials 16.76%
3 Technology 12.98%
4 Consumer Discretionary 11.4%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.09M 0.02%
54,618
-96,229
652
$1.09M 0.02%
36,378
-1,181
653
$1.09M 0.02%
74,538
-3,977
654
$1.07M 0.02%
2,479
-482
655
$1.06M 0.02%
48,186
+10,872
656
$1.05M 0.02%
116,419
-10,588
657
$1.02M 0.02%
340,745
-30,762
658
$995K 0.02%
+76,124
659
$991K 0.02%
+199,875
660
$980K 0.02%
88,680
-8,104
661
$977K 0.02%
+17,143
662
$960K 0.02%
97,314
-2,750
663
$956K 0.02%
265,466
+103,062
664
$932K 0.02%
33,774
-14,012
665
$920K 0.02%
3,008
-275
666
$919K 0.02%
10,634
-1,300
667
$908K 0.02%
+113,193
668
$876K 0.02%
31,610
-4,654
669
$857K 0.02%
+37,558
670
$853K 0.02%
56,311
-28,286
671
$852K 0.02%
35,289
-940
672
$845K 0.02%
21,739
-434,737
673
$821K 0.02%
4,884
-447
674
$817K 0.02%
40,658
+23,230
675
$806K 0.02%
20,625
-323
25 26
27
28 29