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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.5M
3
+$13.4M
4
CALM icon
Cal-Maine
CALM
+$13.1M
5
GWB
Great Western Bancorp, Inc.
GWB
+$12.7M

Top Sells

1
+$32.8M
2
+$20.5M
3
+$16.6M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$12.6M
5
CASY icon
Casey's General Stores
CASY
+$12.5M

Sector Composition

1 Financials 17.17%
2 Technology 15.31%
3 Industrials 12.18%
4 Consumer Discretionary 10.33%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-140,588
727
– –
-63,824
728
– –
-12,997
729
– –
-31,809
730
– –
-272,432
731
– –
-149,590
732
– –
-82,456
733
– –
-422,367
734
– –
-103,227
735
– –
-177,748
736
– –
-82,687
737
– –
-452,027
738
– –
-73,261
739
– –
-55,000
740
– –
-299,429
741
– –
-74,534
742
– –
-540,680
743
– –
-119,605
744
– –
-45,350
745
– –
-122,365
746
– –
-117,820
747
– –
-337,769
748
– –
-398,903
749
– –
-94,738
750
– –
-1,144,715
28 29
30
31 32