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
$3.46B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$12.2M
4
SF icon
Stifel
SF
+$11.3M
5
AORT icon
Artivion
AORT
+$11.1M

Top Sells

1
+$10.1M
2
+$9.99M
3
+$9.27M
4
WST icon
West Pharmaceutical
WST
+$8.67M
5
OFIX icon
Orthofix Medical
OFIX
+$7.57M

Sector Composition

1 Financials 19.81%
2 Technology 15.77%
3 Industrials 14.88%
4 Consumer Discretionary 12.01%
5 Real Estate 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-502,964
677
– –
-64,434
678
– –
-75,200
679
– –
-16,964
680
– –
-50,000
681
– –
-171,440
682
– –
-15,845
683
– –
-123,879
684
– –
-37,718
685
– –
-85,267
686
– –
-230,941
687
– –
-8,241
688
– –
-206,729
689
– –
-270,329
690
– –
-167,492
691
– –
-150,495
692
– –
-45,554
693
– –
-138,904
694
– –
-127,606
695
– –
-192,269
696
– –
-293,427
697
– –
-1,222,903
698
– –
-103,185
699
– –
-46,650
700
– –
-445,901
26 27
28
29 30