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
751
– –
-209,999
752
– –
-80,342
753
– –
-24,918
754
– –
-70,000
755
– –
-3,542
756
– –
-156,386
757
– –
-75,440
758
– –
-10,602
759
– –
-62,849
760
– –
-183,867
761
– –
-134,552
762
– –
-11,826
763
– –
-384,443
764
– –
-208,131
765
– –
-72,093
766
– –
-149,806
767
– –
-26,802
768
– –
-658,849
769
– –
-255,943
770
– –
-262,862
771
– –
-785,567
772
– –
-613,713
773
– –
-129,947
774
– –
-641,694
775
– –
-127,404
28 29 30
31
32