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
126
$10.8M 0.26%
2,011,509
+22,064
127
$10.8M 0.26%
140,353
-2,629
128
$10.6M 0.25%
61,018
-2,757
129
$10.6M 0.25%
67,979
-1,142
130
$10.5M 0.25%
190,184
-3,085
131
$10.5M 0.25%
1,149,732
-53,665
132
$10.4M 0.25%
183,789
-402,283
133
$10.3M 0.25%
109,050
-27,498
134
$10.2M 0.24%
747,119
+356,089
135
$10.2M 0.24%
232,062
+1,628
136
$10.2M 0.24%
178,722
-11,955
137
$10.2M 0.24%
318,362
-29,181
138
$10.1M 0.24%
421,663
+95,884
139
$10.1M 0.24%
266,822
-32,268
140
$10.1M 0.24%
235,048
+40,138
141
$10M 0.24%
549,299
-167,647
142
$9.88M 0.24%
35,836
-6,365
143
$9.79M 0.23%
18,255
+311
144
$9.76M 0.23%
333,263
-7,218
145
$9.72M 0.23%
491,979
+173,083
146
$9.69M 0.23%
23,895
-3,935
147
$9.56M 0.23%
16,863
-772
148
$9.51M 0.23%
86,538
-2,929
149
$9.49M 0.23%
316,861
+9,579
150
$9.47M 0.23%
31,739
-517
4 5
6
7 8