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
$5.31B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$13.2M
4
HELE icon
Helen of Troy
HELE
+$12.9M
5
LRN icon
Stride
LRN
+$12.3M

Top Sells

1
+$16.2M
2
+$12.7M
3
+$12.4M
4
ANEN
ANAREN INC
ANEN
+$12.3M
5
WWW icon
Wolverine World Wide
WWW
+$11.8M

Sector Composition

1 Financials 14.16%
2 Industrials 13.02%
3 Technology 12.2%
4 Consumer Discretionary 9.5%
5 Real Estate 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-12,604
777
– –
-1,951
778
– –
-116,279
779
– –
-103,205
780
– –
-70,632
781
– –
-282,215
782
– –
-68,971
783
– –
-195,290
784
– –
-30,818
785
– –
-57,075
786
– –
-144,029
787
– –
-450,027
788
– –
-46,803
789
– –
-150,121
790
– –
-183,557
791
– –
-57,799
792
– –
-880,989
793
– –
-148,943
794
– –
-320,409
795
– –
-521,696
796
– –
-684,915
797
– –
-46,986
798
– –
-5,573
799
– –
-216,462
800
– –
-499,495
29 30 31
32
33