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
151
$9.45M 0.23%
257,344
+229,165
152
$9.36M 0.22%
778,657
-51,300
153
$9.3M 0.22%
117,452
-18,816
154
$9.28M 0.22%
133,206
+3,325
155
$9.25M 0.22%
550,879
-21,728
156
$9.23M 0.22%
125,088
+75,937
157
$9.23M 0.22%
253,301
-2,675
158
$9.18M 0.22%
185,374
+67,139
159
$9.16M 0.22%
67,728
-1,122
160
$9.09M 0.22%
69,426
+5,143
161
$8.94M 0.21%
318,531
+13,000
162
$8.91M 0.21%
282,712
+70,274
163
$8.9M 0.21%
82,878
-9,270
164
$8.76M 0.21%
79,041
-41
165
$8.72M 0.21%
31,810
-24,185
166
$8.72M 0.21%
589,636
+160,002
167
$8.7M 0.21%
213,333
+104,613
168
$8.7M 0.21%
141,500
-2,366
169
$8.68M 0.21%
981,271
+227,228
170
$8.64M 0.21%
19,410
-1,047
171
$8.64M 0.21%
354,715
-567,826
172
$8.63M 0.21%
868,932
-18,958
173
$8.62M 0.21%
96,163
+18,049
174
$8.52M 0.2%
90,479
-22,792
175
$8.52M 0.2%
116,013
+30,090
5 6
7
8 9