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
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$19.3M
3
+$19.3M
4
EDR
Education Realty Trust Inc
EDR
+$18.6M
5
OIS icon
Oil States International
OIS
+$17.2M

Top Sells

1
+$26.8M
2
+$23.8M
3
+$21.3M
4
DCH
Dauch Corp
DCH
+$16.3M
5
LPNT
LifePoint Health, Inc.
LPNT
+$15.7M

Sector Composition

1 Financials 21.82%
2 Technology 13.94%
3 Industrials 13.66%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$671K 0.01%
34,657
-45,672
677
$654K 0.01%
+151,979
678
$643K 0.01%
+37,844
679
$638K 0.01%
+61,051
680
$606K 0.01%
369,684
+288,230
681
$598K 0.01%
+39,341
682
$569K 0.01%
6,811
-313
683
$499K 0.01%
+39,614
684
$483K 0.01%
+193,307
685
$469K 0.01%
+128,771
686
$466K 0.01%
24,868
-40
687
$462K 0.01%
271,776
-7,230
688
$453K 0.01%
19,087
-55,000
689
$427K 0.01%
28,013
-1,039
690
$421K 0.01%
3,183
-296
691
$401K 0.01%
+21,895
692
$397K 0.01%
109,189
-130
693
$371K 0.01%
+19,886
694
$365K 0.01%
+25,000
695
$358K 0.01%
+42,945
696
$354K 0.01%
111,028
+73,817
697
$341K 0.01%
+62,041
698
$320K 0.01%
+42,775
699
$300K 0.01%
+8,113
700
$288K 0.01%
+14,431
26 27
28
29 30