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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
$5.23B
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$12.6M
4
AHRT
AH Realty Trust
AHRT
+$10.3M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$10.2M

Top Sells

1
+$26.2M
2
+$22.1M
3
+$19.9M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$15.7M
5
WR
Westar Energy Inc
WR
+$15.6M

Sector Composition

1 Financials 19.69%
2 Industrials 15.69%
3 Technology 14.99%
4 Consumer Discretionary 13.69%
5 Real Estate 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-162,113
802
– –
-388,965
803
– –
-288,036
804
– –
-327,756
805
– –
-79,005
806
– –
-79,303
807
– –
-22,217
808
– –
-74,760
809
– –
-141,612
810
– –
-448,225
811
– –
-248,073
812
– –
-31,904
813
– –
-123,813
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