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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$13.2M
4
HELE icon
Helen of Troy
HELE
+$12.9M
5
LRN icon
Stride
LRN
+$12.3M

Top Sells

1
+$16.2M
2
+$12.7M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.8M

Sector Composition

1 Financials 14.16%
2 Industrials 13.02%
3 Technology 12.2%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$397K 0.01%
19,769
+11,928
702
$389K 0.01%
5,945
+1,748
703
$383K 0.01%
23,808
-41,533
704
$380K 0.01%
+8,588
705
$378K 0.01%
50,465
-169,448
706
$372K 0.01%
13,695
-2,604
707
$368K 0.01%
+25,595
708
$350K 0.01%
+7,499
709
$332K 0.01%
+10,450
710
$321K 0.01%
11,971
-327
711
$318K 0.01%
+33,474
712
$307K 0.01%
10,145
-202,366
713
$292K 0.01%
51,699
+1,699
714
$291K 0.01%
+29,188
715
$278K 0.01%
+28,192
716
$268K 0.01%
+5,812
717
$267K 0.01%
+9,560
718
$259K ﹤0.01%
+10,180
719
$229K ﹤0.01%
+13,040
720
$227K ﹤0.01%
+32,620
721
$206K ﹤0.01%
15,205
722
$186K ﹤0.01%
+10,121
723
$140K ﹤0.01%
111
-29
724
$108K ﹤0.01%
11,778
725
$93K ﹤0.01%
12,993
-245,978
27 28
29
30 31