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
$4.94B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$19.4M
3
+$18.7M
4
LPNT
LifePoint Health, Inc.
LPNT
+$15.9M
5
SSP icon
E.W. Scripps
SSP
+$14.8M

Top Sells

1
+$25.3M
2
+$20.7M
3
+$20.1M
4
UIL
UIL HOLDINGS
UIL
+$17.2M
5
PMC
PharMerica Corporation
PMC
+$15.2M

Sector Composition

1 Financials 18.06%
2 Technology 15.74%
3 Industrials 12.39%
4 Real Estate 10.36%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$799K 0.02%
130,408
+24,772
677
$798K 0.02%
35,939
-682,715
678
$787K 0.02%
49,652
-162
679
$777K 0.02%
+10,010
680
$775K 0.02%
183,283
-46,413
681
$769K 0.02%
28,985
-1,679
682
$767K 0.02%
+6,810
683
$752K 0.02%
80,050
+14,591
684
$728K 0.01%
29,184
685
$722K 0.01%
183,158
-1,157
686
$703K 0.01%
4,724
-10
687
$650K 0.01%
28,307
-43,068
688
$609K 0.01%
+15,000
689
$608K 0.01%
248,217
-854
690
$606K 0.01%
+77,726
691
$596K 0.01%
+98,949
692
$576K 0.01%
19,833
-65
693
$570K 0.01%
+27,515
694
$553K 0.01%
49,127
-190
695
$546K 0.01%
21,464
-42,508
696
$544K 0.01%
50,000
-456,494
697
$514K 0.01%
26,172
698
$507K 0.01%
+722
699
$478K 0.01%
96,629
-25,599
700
$447K 0.01%
22,280
-50
26 27
28
29 30