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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.3M
3
+$14.6M
4
BDC icon
Belden
BDC
+$13.9M
5
TGI
Triumph Group
TGI
+$11.9M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$16.6M
4
TTMI icon
TTM Technologies
TTMI
+$15.2M
5
WGO icon
Winnebago Industries
WGO
+$12.8M

Sector Composition

1 Financials 21.84%
2 Industrials 16.36%
3 Technology 12.16%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.24M 0.02%
+276,348
652
$1.22M 0.02%
13,831
+3,197
653
$1.22M 0.02%
87,248
-1,432
654
$1.18M 0.02%
32,796
-3,582
655
$1.18M 0.02%
87,726
+37,626
656
$1.14M 0.02%
221,902
-43,564
657
$1.14M 0.02%
36,332
-596
658
$1.13M 0.02%
2,010,635
-32,789
659
$1.11M 0.02%
+11,579
660
$1.11M 0.02%
22,376
-97,645
661
$1.1M 0.02%
49,676
662
$1.02M 0.02%
52,538
+12,871
663
$999K 0.02%
+31,475
664
$980K 0.02%
4,805
-79
665
$946K 0.02%
+105,063
666
$872K 0.02%
335,333
-5,412
667
$872K 0.02%
64,598
+32,630
668
$857K 0.02%
40,658
669
$855K 0.02%
24,538
-60,167
670
$831K 0.02%
23,919
+12,896
671
$825K 0.02%
37,180
-1,614
672
$819K 0.02%
77,609
+17,356
673
$804K 0.02%
310,291
-178,249
674
$800K 0.01%
38,507
-21,801
675
$797K 0.01%
+50,466
25 26
27
28 29