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
176
$10.5M 0.2%
275,508
-4,385
177
$10.5M 0.2%
424,746
+70,547
178
$10.5M 0.19%
1,453,926
-138,092
179
$10.4M 0.19%
579,958
-283
180
$10.3M 0.19%
308,820
-22,358
181
$10.3M 0.19%
164,221
-11,663
182
$10.3M 0.19%
410,199
+34,030
183
$10.2M 0.19%
148,980
-30,794
184
$10.2M 0.19%
667,769
+76,556
185
$10.2M 0.19%
452,950
-32,487
186
$10.1M 0.19%
183,902
-19,405
187
$10.1M 0.19%
188,507
-15,429
188
$10M 0.19%
85,052
-21,159
189
$10M 0.19%
891,365
+154,489
190
$9.99M 0.19%
152,815
-26,900
191
$9.88M 0.18%
458,364
+23,736
192
$9.87M 0.18%
208,860
-124
193
$9.83M 0.18%
221,430
+267
194
$9.79M 0.18%
292,156
-20,607
195
$9.75M 0.18%
521,186
+267,014
196
$9.7M 0.18%
107,183
-51,306
197
$9.67M 0.18%
428,488
-30,686
198
$9.65M 0.18%
+919,683
199
$9.57M 0.18%
1,148,398
+72,852
200
$9.55M 0.18%
+404,039
6 7
8
9 10