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
776
– –
-1,015,239
777
– –
-1,576,139
778
– –
-203,823
779
– –
-82,221
780
– –
-244,402
781
– –
-320,160
782
– –
-287,771
783
– –
-652,630
784
– –
-66,120
785
– –
-1,637
786
– –
-96,764
787
– –
-248,013
788
– –
-287,598
789
– –
-127,110
790
– –
-214,928
791
– –
-527,317
792
– –
-108,175
793
– –
-30,576
794
– –
-48,480
795
– –
-235,683
796
– –
-179,974
797
– –
-207,811
28 29 30 31
32