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
801
– –
-496,721
802
– –
-40,111
803
– –
-72,337
804
– –
-383,373
805
– –
-37,696
806
– –
-142,047
807
– –
-225,745
808
– –
-440,887
809
– –
-333,717
810
– –
-182,818
811
– –
-6,124
812
– –
-18,130
813
– –
-284,694
814
– –
-4,291
815
– –
-99,966
816
– –
-271,233
817
– –
-242,582
818
– –
-2,644
29 30 31 32
33