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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$606K 0.01%
29,289
-133,978
677
$586K 0.01%
89,851
+3,027
678
$580K 0.01%
85,708
+3,813
679
$571K 0.01%
+159,415
680
$567K 0.01%
399,419
-80,009
681
$564K 0.01%
+20,489
682
$558K 0.01%
283,179
+2,251
683
$558K 0.01%
+116,881
684
$550K 0.01%
+25,904
685
$547K 0.01%
20,735
-12,297
686
$537K 0.01%
565,577
-607,360
687
$534K 0.01%
33,288
+1,505
688
$505K 0.01%
13,907
+3,548
689
$493K 0.01%
98,105
-2,705
690
$467K 0.01%
+77,345
691
$463K 0.01%
16,071
-307
692
$462K 0.01%
33,623
+1,003
693
$451K 0.01%
+37,837
694
$448K 0.01%
16,226
-370
695
$445K 0.01%
7,493
-210
696
$432K 0.01%
2,444
-59
697
$427K 0.01%
26,031
+436
698
$421K 0.01%
+12,964
699
$400K 0.01%
15,467
-448
700
$397K 0.01%
+17,877
26 27
28
29 30