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
$4.46B
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.3M
3
+$13.2M
4
CVGW icon
Calavo Growers
CVGW
+$12.6M
5
SIBN icon
SI-BONE Inc
SIBN
+$11.2M

Top Sells

1
+$15.2M
2
+$11.8M
3
+$11.8M
4
CVA
Covanta Holding Corporation
CVA
+$11M
5
SKY icon
Champion Homes
SKY
+$10.5M

Sector Composition

1 Financials 23%
2 Industrials 16.07%
3 Technology 12.9%
4 Consumer Discretionary 11.64%
5 Real Estate 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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654
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658
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659
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660
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661
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662
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663
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664
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665
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-41,660
666
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-4,044
667
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-200,575
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