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
$4.19B
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.3M
3
+$8.79M
4
MRCY icon
Mercury Systems
MRCY
+$8.73M
5
OSBC icon
Old Second Bancorp
OSBC
+$7.85M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$14.4M
4
CRS icon
Carpenter Technology
CRS
+$13.2M
5
GTLS icon
Chart Industries
GTLS
+$12.5M

Sector Composition

1 Financials 20.27%
2 Industrials 19.02%
3 Healthcare 16.19%
4 Technology 14.12%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.6M 0.3%
943,501
+246,843
102
$12.2M 0.29%
149,587
-36,138
103
$12.1M 0.29%
617,204
+66,435
104
$12M 0.29%
318,905
-33,862
105
$11.9M 0.28%
503,923
+65,607
106
$11.9M 0.28%
106,975
-4,799
107
$11.8M 0.28%
29,124
-437
108
$11.8M 0.28%
+119,593
109
$11.8M 0.28%
70,191
+51,273
110
$11.7M 0.28%
80,668
+12,218
111
$11.6M 0.28%
180,371
+28,226
112
$11.6M 0.28%
118,023
+84,165
113
$11.6M 0.28%
60,565
+27,629
114
$11.4M 0.27%
367,762
+63,205
115
$11.4M 0.27%
190,094
-4,123
116
$11.4M 0.27%
63,371
-7,863
117
$11.3M 0.27%
661,047
-196,221
118
$11.3M 0.27%
395,799
+357
119
$11.2M 0.27%
176,141
+20,079
120
$11.2M 0.27%
23,061
-914
121
$11.2M 0.27%
178,728
-13,256
122
$11.2M 0.27%
29,780
-6,385
123
$11.1M 0.26%
183,304
-8,660
124
$11M 0.26%
76,935
-6,598
125
$11M 0.26%
115,809
+18,170
3 4
5
6 7