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
$4.19B
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.3M
3
+$8.79M
4
MRCY icon
Mercury Systems
MRCY
+$8.73M
5
OSBC icon
Old Second Bancorp
OSBC
+$7.85M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$14.4M
4
CRS icon
Carpenter Technology
CRS
+$13.2M
5
GTLS icon
Chart Industries
GTLS
+$12.5M

Sector Composition

1 Financials 20.27%
2 Industrials 19.02%
3 Healthcare 16.19%
4 Technology 14.12%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.4M 0.44%
212,020
-4,940
52
$18.2M 0.43%
61,372
-15,484
53
$18.2M 0.43%
182,870
+30,990
54
$17.9M 0.43%
118,072
-124,076
55
$17.8M 0.42%
89,653
-3,269
56
$17.7M 0.42%
996,992
+481,302
57
$17.4M 0.42%
99,336
-5,675
58
$17.4M 0.42%
267,030
-19,746
59
$17.3M 0.41%
278,829
+10,184
60
$16.8M 0.4%
173,062
-21,711
61
$16.7M 0.4%
144,382
-11,128
62
$16.4M 0.39%
428,303
+54,665
63
$16.4M 0.39%
404,931
-2,596
64
$16.4M 0.39%
92,780
-16,276
65
$16.2M 0.39%
87,163
-11,991
66
$16.2M 0.39%
126,254
-4,536
67
$16.1M 0.38%
51,568
-10,975
68
$16M 0.38%
179,785
+26,862
69
$15.9M 0.38%
469,858
+12,704
70
$15.8M 0.38%
131,117
+19,803
71
$15.3M 0.36%
+347,353
72
$15.1M 0.36%
1,297,903
+29,329
73
$15.1M 0.36%
138,554
-13,880
74
$15M 0.36%
173,807
-3,592
75
$14.9M 0.36%
752,009
-33,111
1 2
3
4 5