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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.3M
3
+$14.6M
4
BDC icon
Belden
BDC
+$13.9M
5
TGI
Triumph Group
TGI
+$11.9M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$16.6M
4
TTMI icon
TTM Technologies
TTMI
+$15.2M
5
WGO icon
Winnebago Industries
WGO
+$12.8M

Sector Composition

1 Financials 21.84%
2 Industrials 16.36%
3 Technology 12.16%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$736K 0.01%
44,699
-394,812
677
$732K 0.01%
+38,626
678
$730K 0.01%
19,867
-326
679
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680
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26,411
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681
$663K 0.01%
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682
$662K 0.01%
31,286
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683
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216,660
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684
$557K 0.01%
13,406
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685
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24,625
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686
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20,309
-14,980
687
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64,316
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688
$506K 0.01%
4,317
-188
689
$503K 0.01%
892
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690
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691
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693
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16,236
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695
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696
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697
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491,734
-8,069
698
$344K 0.01%
14,494
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699
$328K 0.01%
+9,396
700
$312K 0.01%
10,128
-4,573
26 27
28
29 30