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
$4.95B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.5M
3
+$16M
4
SUI icon
Sun Communities
SUI
+$15.9M
5
ADPT
Adeptus Health Inc
ADPT
+$14.5M

Top Sells

1
+$23M
2
+$18.8M
3
+$18.6M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$17.1M
5
MPT
Medical Properties Trust
MPT
+$14.2M

Sector Composition

1 Financials 17.23%
2 Technology 15.76%
3 Industrials 13.47%
4 Real Estate 10.17%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$455K 0.01%
6,984
-16
677
$453K 0.01%
11,115
+132
678
$442K 0.01%
24,551
+19,943
679
$432K 0.01%
91,650
680
$403K 0.01%
+49,956
681
$382K 0.01%
5,408
682
$378K 0.01%
80,176
-123,598
683
$370K 0.01%
+19,770
684
$337K 0.01%
+28,653
685
$314K 0.01%
1,353
-12
686
$311K 0.01%
+30,387
687
$275K 0.01%
283,788
+9,598
688
$274K 0.01%
+5,000
689
$265K 0.01%
61,561
-3,048
690
$247K 0.01%
+20,771
691
$245K 0.01%
18,345
+5,124
692
$241K ﹤0.01%
+105,249
693
$235K ﹤0.01%
+18,844
694
$195K ﹤0.01%
+25,011
695
$176K ﹤0.01%
247,711
+3,259
696
$161K ﹤0.01%
+15,730
697
$127K ﹤0.01%
+23,776
698
$125K ﹤0.01%
+26,703
699
$48K ﹤0.01%
29,179
-98,688
700
$23K ﹤0.01%
10,340
26 27
28
29 30