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
176
$8.45M 0.2%
172,259
-7,930
177
$8.45M 0.2%
332,827
-15,020
178
$8.44M 0.2%
11,208
-503
179
$8.4M 0.2%
239,690
-40,199
180
$8.38M 0.2%
206,236
+10,350
181
$8.32M 0.2%
336,570
-112,039
182
$8.24M 0.2%
222,691
-11,152
183
$8.21M 0.2%
11,595
-2,004
184
$8.17M 0.19%
41,336
-6,292
185
$8.14M 0.19%
530,120
-46,544
186
$8.14M 0.19%
119,672
-57,855
187
$8.09M 0.19%
286,112
+21,302
188
$8.09M 0.19%
53,345
-30,019
189
$8.08M 0.19%
45,561
-14,007
190
$8.08M 0.19%
485,915
-62,168
191
$8.07M 0.19%
23,899
-4,096
192
$8.06M 0.19%
+484,699
193
$8.05M 0.19%
152,191
+53,119
194
$8.04M 0.19%
50,068
-12,544
195
$8.03M 0.19%
108,429
-7,182
196
$8.02M 0.19%
27,207
-2,367
197
$7.97M 0.19%
223,937
-3,689
198
$7.96M 0.19%
161,595
-7,548
199
$7.92M 0.19%
27,330
-4,688
200
$7.92M 0.19%
307,663
-54,632
6 7
8
9 10