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
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$648K 0.01%
30,969
+5,366
677
$637K 0.01%
+186,878
678
$592K 0.01%
9,025
-1,299
679
$587K 0.01%
69,653
-681,898
680
$582K 0.01%
+33,402
681
$572K 0.01%
365,631
-7,977
682
$571K 0.01%
+17,290
683
$560K 0.01%
179,949
-23,275
684
$539K 0.01%
182,818
+57,818
685
$538K 0.01%
+20
686
$520K 0.01%
+116,279
687
$504K 0.01%
16,299
-1,392
688
$500K 0.01%
31,014
+5,397
689
$499K 0.01%
+26,342
690
$493K 0.01%
+1,951
691
$466K 0.01%
208,831
+10,941
692
$465K 0.01%
40,111
+5,253
693
$431K 0.01%
113,479
+22,344
694
$409K 0.01%
26,070
-515
695
$378K 0.01%
61,032
-38,700
696
$359K 0.01%
+33,540
697
$341K 0.01%
+10,886
698
$327K 0.01%
+50,000
699
$313K 0.01%
+10,057
700
$312K 0.01%
+9,009
26 27
28
29 30