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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.5M
3
+$13.4M
4
CALM icon
Cal-Maine
CALM
+$13.1M
5
GWB
Great Western Bancorp, Inc.
GWB
+$12.7M

Top Sells

1
+$32.8M
2
+$20.5M
3
+$16.6M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.5M

Sector Composition

1 Financials 17.17%
2 Technology 15.31%
3 Industrials 12.18%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$343K 0.01%
4,922
+697
702
$336K 0.01%
66,168
-283
703
$320K 0.01%
14,437
-138,864
704
$317K 0.01%
+19,514
705
$256K 0.01%
64,535
+29,368
706
$250K 0.01%
15,205
707
$234K ﹤0.01%
8,636
-40
708
$224K ﹤0.01%
15,116
-130,123
709
$196K ﹤0.01%
10,435
-1,129,337
710
$173K ﹤0.01%
17,128
-8,480
711
$103K ﹤0.01%
11,384
-143,094
712
$78K ﹤0.01%
223,933
-184,650
713
$55K ﹤0.01%
+17,434
714
$50K ﹤0.01%
10,009
-20
715
$11K ﹤0.01%
10,340
716
– –
-27,096
717
– –
-162,603
718
– –
-205,600
719
– –
-257,958
720
– –
-101,166
721
– –
-42,639
722
– –
-356,161
723
– –
-109,498
724
– –
-94,433
725
– –
-51,177
27 28
29
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