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
126
$13.1M 0.25%
268,495
+1,693
127
$13.1M 0.25%
413,787
+261,123
128
$13M 0.25%
463,772
-57,086
129
$13M 0.25%
243,410
+6,430
130
$13M 0.24%
268,614
-50,415
131
$13M 0.24%
191,147
-36,458
132
$13M 0.24%
282,848
-136,890
133
$12.8M 0.24%
1,217,180
-176,665
134
$12.7M 0.24%
636,361
+14,798
135
$12.6M 0.24%
902,972
-185,034
136
$12.5M 0.24%
519,670
-83,532
137
$12.5M 0.23%
179,774
-33,726
138
$12.4M 0.23%
32,929
-9,306
139
$12.3M 0.23%
1,728,920
-11,759
140
$12.2M 0.23%
440,582
+313,441
141
$12.2M 0.23%
712,187
-54,882
142
$11.9M 0.22%
438,702
-3,419
143
$11.9M 0.22%
+896,916
144
$11.9M 0.22%
+106,211
145
$11.9M 0.22%
878,199
-20,515
146
$11.9M 0.22%
529,224
+10,046
147
$11.8M 0.22%
158,489
+55,927
148
$11.8M 0.22%
463,310
+74,330
149
$11.7M 0.22%
1,112
-99
150
$11.7M 0.22%
179,599
-67,881
4 5
6
7 8