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
$5.55B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$22.1M
3
+$19.9M
4
REVG
REV Group
REVG
+$15.4M
5
LIVN icon
LivaNova
LIVN
+$14.3M

Top Sells

1
+$20.6M
2
+$19.7M
3
+$18.5M
4
FOR icon
Forestar Group
FOR
+$18.2M
5
BANR icon
Banner Corp
BANR
+$15.3M

Sector Composition

1 Financials 19.96%
2 Industrials 16.69%
3 Technology 13.6%
4 Consumer Discretionary 12.72%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$551K 0.01%
+19,626
702
$543K 0.01%
+26,601
703
$531K 0.01%
11,806
-72,526
704
$531K 0.01%
+28,652
705
$529K 0.01%
21,249
+1,898
706
$522K 0.01%
40,147
+25,181
707
$521K 0.01%
60,312
-65,296
708
$487K 0.01%
109,768
+10,322
709
$477K 0.01%
21,951
-48,715
710
$443K 0.01%
+27,551
711
$437K 0.01%
55,414
+27,540
712
$406K 0.01%
22,757
+2,566
713
$343K 0.01%
129,379
+112,079
714
$299K 0.01%
+75,059
715
$274K ﹤0.01%
+19,167
716
$266K ﹤0.01%
+8,926
717
$247K ﹤0.01%
+13,571
718
$219K ﹤0.01%
69,820
-1,324,246
719
$144K ﹤0.01%
16,867
-276,175
720
$108K ﹤0.01%
+11,254
721
$104K ﹤0.01%
11,103
-206,666
722
$66K ﹤0.01%
+19,146
723
$30K ﹤0.01%
22,340
-2,113,291
724
– –
-74,962
725
– –
-100,801
27 28
29
30 31