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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$13.2M
4
HELE icon
Helen of Troy
HELE
+$12.9M
5
LRN icon
Stride
LRN
+$12.3M

Top Sells

1
+$16.2M
2
+$12.7M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.8M

Sector Composition

1 Financials 14.16%
2 Industrials 13.02%
3 Technology 12.2%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$580K 0.01%
53,893
-121,357
677
$546K 0.01%
14,160
+5,750
678
$545K 0.01%
2,503
-20,029
679
$540K 0.01%
7,589
+3,014
680
$528K 0.01%
+40,000
681
$526K 0.01%
+99,881
682
$521K 0.01%
30,654
-739
683
$509K 0.01%
10,885
+4,399
684
$507K 0.01%
26,796
+10,788
685
$498K 0.01%
31,783
+769
686
$495K 0.01%
+81,895
687
$493K 0.01%
+214,507
688
$491K 0.01%
16,378
+6,321
689
$474K 0.01%
65,843
-334,963
690
$465K 0.01%
216,088
+7,257
691
$464K 0.01%
+20,143
692
$447K 0.01%
+10,359
693
$444K 0.01%
100,810
+40,205
694
$433K 0.01%
15,915
+6,422
695
$430K 0.01%
7,703
+3,056
696
$424K 0.01%
15,947
+6,455
697
$420K 0.01%
6,528
-276,420
698
$418K 0.01%
25,362
-708
699
$412K 0.01%
10,633
+1,624
700
$402K 0.01%
16,596
+6,768
26 27
28
29 30