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
$5.38B
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.5M
3
+$13.4M
4
HELE icon
Helen of Troy
HELE
+$11.9M
5
ITRI icon
Itron
ITRI
+$11.9M

Top Sells

1
+$25.3M
2
+$16.2M
3
+$14.6M
4
STE icon
Steris
STE
+$14M
5
GBX icon
The Greenbrier Companies
GBX
+$13.3M

Sector Composition

1 Financials 14.27%
2 Industrials 13.94%
3 Technology 12.91%
4 Consumer Discretionary 9.77%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.6M 0.22%
581,653
+50,398
152
$11.6M 0.22%
228,092
+472
153
$11.6M 0.21%
251,156
-17,339
154
$11.5M 0.21%
387,677
-377,530
155
$11.4M 0.21%
201,957
-808
156
$11.3M 0.21%
98,519
-7,095
157
$11.3M 0.21%
+271,778
158
$11.3M 0.21%
644,874
+317
159
$11.3M 0.21%
459,339
-33,578
160
$11.2M 0.21%
789,420
+9,405
161
$11.2M 0.21%
430,172
-14,440
162
$11.1M 0.21%
320,243
+101,861
163
$11.1M 0.21%
566,058
-70,303
164
$11M 0.21%
193,992
-23,956
165
$11M 0.2%
1,146,648
-1,116,010
166
$10.9M 0.2%
34,772
+6,191
167
$10.9M 0.2%
453
-4
168
$10.9M 0.2%
724,610
+277,114
169
$10.7M 0.2%
432,352
-30,958
170
$10.6M 0.2%
1,002,200
-71,425
171
$10.6M 0.2%
487,009
+4,311
172
$10.6M 0.2%
359,064
-18,558
173
$10.6M 0.2%
301,691
-147,769
174
$10.6M 0.2%
464,055
+13,027
175
$10.6M 0.2%
405,392
-69,226
5 6
7
8 9