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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
$4.03B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.7M
3
+$11M
4
AEIS icon
Advanced Energy
AEIS
+$10.7M
5
HTO
H2O America
HTO
+$10.4M

Top Sells

1
+$19.4M
2
+$18.1M
3
+$16.4M
4
OMCL icon
Omnicell
OMCL
+$15M
5
TGI
Triumph Group
TGI
+$13.1M

Sector Composition

1 Financials 19.58%
2 Industrials 15.02%
3 Technology 14.06%
4 Consumer Discretionary 11.48%
5 Real Estate 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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753
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-842,136
754
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755
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-353,927
756
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757
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-87,726
758
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764
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765
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766
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-249,486
767
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-323,688
771
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-31,140
772
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-180,633
773
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-147,718
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