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
$3.54B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11M
3
+$9.72M
4
HOMB icon
Home BancShares
HOMB
+$9.18M
5
STR
Sitio Royalties
STR
+$8.57M

Top Sells

1
+$20.1M
2
+$10.3M
3
+$8.75M
4
WNC icon
Wabash National
WNC
+$8.68M
5
DECK icon
Deckers Outdoor
DECK
+$8.68M

Sector Composition

1 Financials 22.46%
2 Industrials 17.39%
3 Healthcare 11.34%
4 Technology 10.75%
5 Real Estate 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1M 0.29%
668,796
-96,447
102
$10.1M 0.28%
314,945
+62,781
103
$10.1M 0.28%
155,061
-8,666
104
$10M 0.28%
1,068,454
-127,153
105
$9.98M 0.28%
750,538
+736,706
106
$9.9M 0.28%
256,362
-16,734
107
$9.9M 0.28%
665,009
-401,720
108
$9.87M 0.28%
320,241
-149,820
109
$9.85M 0.28%
184,508
-3,784
110
$9.78M 0.28%
431,462
-24,045
111
$9.66M 0.27%
+77,177
112
$9.6M 0.27%
214,519
+6,138
113
$9.59M 0.27%
783,229
-23,462
114
$9.51M 0.27%
391,698
-41,287
115
$9.49M 0.27%
178,835
-1,733
116
$9.42M 0.27%
110,067
-4,907
117
$9.41M 0.27%
189,652
-153,592
118
$9.35M 0.26%
254,882
-1,530
119
$9.35M 0.26%
266,478
+129,335
120
$9.35M 0.26%
+731,429
121
$9.32M 0.26%
231,414
-12,886
122
$9.22M 0.26%
454,503
-9,440
123
$9.15M 0.26%
175,420
-82,293
124
$9.15M 0.26%
90,242
+27,107
125
$9.1M 0.26%
694,735
-283,800
3 4
5
6 7