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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$22.1M
3
+$19.9M
4
REVG
REV Group
REVG
+$15.4M
5
LIVN icon
LivaNova
LIVN
+$14.3M

Top Sells

1
+$20.6M
2
+$19.7M
3
+$18.5M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
BANR icon
Banner Corp
BANR
+$15.3M

Sector Composition

1 Financials 19.96%
2 Industrials 16.69%
3 Technology 13.6%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$860K 0.02%
38,992
+3,380
677
$854K 0.02%
+50,256
678
$825K 0.01%
36,669
+26,114
679
$803K 0.01%
4,656
+97
680
$788K 0.01%
+55,361
681
$778K 0.01%
111,092
-103,534
682
$761K 0.01%
555,553
-11,038
683
$752K 0.01%
+21,894
684
$743K 0.01%
55,840
+3,622
685
$740K 0.01%
52,827
+4,466
686
$719K 0.01%
+76,931
687
$713K 0.01%
38,517
+7,662
688
$707K 0.01%
117,632
-184,761
689
$680K 0.01%
+132,752
690
$654K 0.01%
+19,278
691
$650K 0.01%
+25,000
692
$644K 0.01%
+33,030
693
$644K 0.01%
5,783
-366
694
$620K 0.01%
198,718
+47,471
695
$605K 0.01%
+43,700
696
$596K 0.01%
17,026
+1,464
697
$594K 0.01%
244,490
-24,896
698
$593K 0.01%
7,348
-17,479
699
$576K 0.01%
68,968
-950
700
$552K 0.01%
32,436
+16,709
26 27
28
29 30