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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust, Inc.
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$572K 0.01%
35,612
+10,835
677
$566K 0.01%
+48,615
678
$558K 0.01%
+30,855
679
$529K 0.01%
+12,000
680
$499K 0.01%
+40,814
681
$496K 0.01%
384,443
-510,826
682
$463K 0.01%
60,000
-385,083
683
$443K 0.01%
99,446
+29,920
684
$442K 0.01%
+19,351
685
$431K 0.01%
+24,918
686
$423K 0.01%
+34,061
687
$408K 0.01%
151,247
+1,477
688
$352K 0.01%
20,191
+9,855
689
$251K ﹤0.01%
+15,727
690
$246K ﹤0.01%
+10,555
691
$203K ﹤0.01%
27,874
+788
692
$174K ﹤0.01%
14,966
-141,211
693
$49K ﹤0.01%
+17,300
694
$43K ﹤0.01%
11,826
695
$28K ﹤0.01%
1,637
-1,282
696
– –
-37,431
697
– –
-394,196
698
– –
-161,072
699
– –
-30,541
700
– –
-62,335
26 27
28
29 30