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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$790K 0.01%
426,992
+57,308
677
$760K 0.01%
18,171
+4,370
678
$755K 0.01%
212,537
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679
$754K 0.01%
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680
$750K 0.01%
34,657
681
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+25,573
682
$693K 0.01%
38,117
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683
$681K 0.01%
31,904
-412,679
684
$615K 0.01%
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685
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687
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688
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689
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690
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691
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692
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693
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29,318
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695
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230,500
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$447K 0.01%
68,460
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697
$414K 0.01%
+34,916
698
$414K 0.01%
+30,165
699
$404K 0.01%
25,000
700
$379K 0.01%
24,777
-91
26 27
28
29 30