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
$5.36B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.3M
3
+$14.6M
4
BDC icon
Belden
BDC
+$13.9M
5
TGI
Triumph Group
TGI
+$11.9M

Top Sells

1
+$27.1M
2
+$19.2M
3
+$16.6M
4
TTMI icon
TTM Technologies
TTMI
+$15.2M
5
WGO icon
Winnebago Industries
WGO
+$12.8M

Sector Composition

1 Financials 21.84%
2 Industrials 16.36%
3 Technology 12.16%
4 Consumer Discretionary 11.78%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$305K 0.01%
+12,072
702
$304K 0.01%
20,233
+6,569
703
$302K 0.01%
+11,835
704
$302K 0.01%
+41,360
705
$278K 0.01%
182,259
706
$277K 0.01%
28,405
+9,222
707
$273K 0.01%
+1,666
708
$271K 0.01%
17,092
-20,354
709
$217K ﹤0.01%
+1,961
710
$215K ﹤0.01%
1,726
-758
711
$208K ﹤0.01%
1,866
712
$200K ﹤0.01%
+13,080
713
– –
-92,640
714
– –
-90,857
715
– –
-19,937
716
– –
-184,851
717
– –
-28,840
718
– –
-74,078
719
– –
-40,845
720
– –
-9,261
721
– –
-54,618
722
– –
-20,625
723
– –
-91,650
724
– –
-93,084
725
– –
-125,356
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