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
$5.14B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$14.3M
4
BOOT icon
Boot Barn
BOOT
+$10.9M
5
CATY icon
Cathay General Bancorp
CATY
+$10.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$16.1M
4
ICLR icon
Icon
ICLR
+$15.5M
5
CCC
Calgon Carbon Corp
CCC
+$15.5M

Sector Composition

1 Financials 21.92%
2 Industrials 16.76%
3 Technology 12.98%
4 Consumer Discretionary 11.4%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$779K 0.02%
38,794
+16,069
677
$766K 0.01%
+63,591
678
$749K 0.01%
+20,193
679
$747K 0.01%
+60,000
680
$715K 0.01%
+39,667
681
$677K 0.01%
39,424
-1,317
682
$651K 0.01%
+30,330
683
$642K 0.01%
62,042
+4,915
684
$625K 0.01%
907
-638
685
$597K 0.01%
+28,099
686
$581K 0.01%
37,446
-8,625
687
$553K 0.01%
+15,453
688
$539K 0.01%
50,100
-4,827
689
$527K 0.01%
60,253
+5,307
690
$525K 0.01%
4,505
-1,234
691
$521K 0.01%
12,632
-136,965
692
$519K 0.01%
12,976
-382
693
$505K 0.01%
116,424
+1,588
694
$502K 0.01%
11,133
-519
695
$460K 0.01%
+9,261
696
$454K 0.01%
220,246
-20,943
697
$423K 0.01%
62,736
-68,739
698
$420K 0.01%
17,836
699
$414K 0.01%
31,968
-647
700
$404K 0.01%
14,701
+507
26 27
28
29 30