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KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 36.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.41B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$12.9M
4
TROX icon
Tronox
TROX
+$12.3M
5
WGO icon
Winnebago Industries
WGO
+$12.1M

Top Sells

1
+$19M
2
+$17.9M
3
+$17M
4
FOE
Ferro Corporation
FOE
+$15.8M
5
OSIS icon
OSI Systems
OSIS
+$14.9M

Sector Composition

1 Financials 13.49%
2 Industrials 13.43%
3 Technology 12.16%
4 Consumer Discretionary 10.19%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$150K ﹤0.01%
10,175
-110,701
727
$107K ﹤0.01%
11,778
-410
728
$92K ﹤0.01%
37,696
-201
729
– –
-62,578
730
– –
-182,321
731
– –
-111,840
732
– –
-6,325
733
– –
-150,723
734
– –
-990,137
735
– –
-227,814
736
– –
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737
– –
-53,001
738
– –
-45,000
739
– –
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740
– –
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741
– –
-64,827
742
– –
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743
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744
– –
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745
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746
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747
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748
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749
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-59,327
750
– –
-74,714
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