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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$381K 0.01%
30,524
-36,349
702
$375K 0.01%
12,562
-1,133
703
$366K 0.01%
46,546
+17,358
704
$362K 0.01%
5,799
-146
705
$360K 0.01%
+10,300
706
$357K 0.01%
16,824
-9,972
707
$351K 0.01%
15,509
-438
708
$345K 0.01%
9,701
-4,459
709
$344K 0.01%
8,368
-220
710
$342K 0.01%
1,752
+1,485
711
$341K 0.01%
23,197
-611
712
$336K 0.01%
7,309
-190
713
$334K 0.01%
10,405
+4,593
714
$328K 0.01%
12,083
+112
715
$323K 0.01%
221,381
+5,293
716
$317K 0.01%
10,182
-268
717
$304K 0.01%
25,319
-43
718
$302K 0.01%
+24,950
719
$275K 0.01%
+42,358
720
$274K 0.01%
+52,183
721
$268K 0.01%
+1,940
722
$262K ﹤0.01%
15,414
-580,573
723
$260K ﹤0.01%
+22,766
724
$227K ﹤0.01%
17,291
-2,478
725
$205K ﹤0.01%
+5,999
27 28
29
30 31