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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 14.99%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$467K 0.01%
+100,000
652
$465K 0.01%
51,678
653
$465K 0.01%
38,300
+25,000
654
$460K 0.01%
15,559
-143,298
655
$437K 0.01%
60,308
-257,396
656
$411K 0.01%
+4,564
657
$404K 0.01%
20,639
-1,547
658
$403K 0.01%
19,879
659
$373K 0.01%
20,453
-1,532
660
$350K 0.01%
+49,905
661
$339K 0.01%
27,371
-25,659
662
$337K 0.01%
14,807
-119,606
663
$320K 0.01%
40,099
664
$318K 0.01%
7,688
665
$312K 0.01%
21,045
-150,994
666
$304K 0.01%
14,494
667
$290K 0.01%
11,683
-43,472
668
$275K 0.01%
331,168
-89,119
669
$258K 0.01%
+12,618
670
$256K 0.01%
253,845
671
$247K 0.01%
31,066
+2,165
672
$247K 0.01%
9,396
673
$183K ﹤0.01%
12,835
-7,540
674
$174K ﹤0.01%
19,458
-16,483
675
$157K ﹤0.01%
21,887
-48
25 26
27
28 29