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
$3.4B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.5M
3
+$10M
4
DCGO icon
DocGo
DCGO
+$9.85M
5
SF icon
Stifel
SF
+$7.74M

Top Sells

1
+$15.2M
2
+$13M
3
+$10.4M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$9.9M
5
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$9.68M

Sector Composition

1 Financials 20.19%
2 Industrials 19.64%
3 Technology 12.12%
4 Healthcare 10.94%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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-5,094
653
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654
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-265,050
655
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-227,206
656
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-386,574
657
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-45,626
658
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-119,562
659
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-465,367
660
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-120,389
661
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-217,739
662
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-165,317
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