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
$4.94B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$19.4M
3
+$18.7M
4
LPNT
LifePoint Health, Inc.
LPNT
+$15.9M
5
SSP icon
E.W. Scripps
SSP
+$14.8M

Top Sells

1
+$25.3M
2
+$20.7M
3
+$20.1M
4
UIL
UIL HOLDINGS
UIL
+$17.2M
5
PMC
PharMerica Corporation
PMC
+$15.2M

Sector Composition

1 Financials 18.06%
2 Technology 15.74%
3 Industrials 12.39%
4 Real Estate 10.36%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$439K 0.01%
+70,000
702
$431K 0.01%
200,642
-469
703
$414K 0.01%
+74,454
704
$413K 0.01%
91,650
-203
705
$409K 0.01%
+44,523
706
$396K 0.01%
77,861
-76,459
707
$385K 0.01%
109,587
+92,153
708
$370K 0.01%
5,129
+207
709
$345K 0.01%
9,049
-9,441
710
$343K 0.01%
19,514
711
$328K 0.01%
+11,077
712
$316K 0.01%
150,510
-150,701
713
$316K 0.01%
+34,960
714
$312K 0.01%
+40,000
715
$310K 0.01%
274,763
-155
716
$306K 0.01%
+21,986
717
$306K 0.01%
29,881
+14,765
718
$297K 0.01%
65,881
-287
719
$280K 0.01%
15,205
720
$253K 0.01%
+15,215
721
$210K ﹤0.01%
58,381
-6,154
722
$205K ﹤0.01%
38,235
+28,226
723
$171K ﹤0.01%
27,286
-269,968
724
$160K ﹤0.01%
19,109
+1,981
725
$147K ﹤0.01%
13,221
-385,774
27 28
29
30 31