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KCM
Kennedy Capital Management Portfolio holdings
AUM
$4.72B
1-Year Est. Return
36.69%
This Fund
S&P 500
This Quarter
Est. Return
+4.6%
1 Year Est. Return
+36.69%
3 Year Est. Return
+98.85%
5 Year Est. Return
+128.89%
10 Year Est. Return
+548.51%
AUM
$4.92B
AUM Growth
–
Cap. Flow
+$4.82B
Cap. Flow
% of AUM
98.01%
Top 10 Holdings %
Top 10 Hldgs %
7.05%
Holding
739
New
739
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innospec
IOSP
|
+$39.8M |
| 2 |
Wolverine World Wide
WWW
|
+$38.1M |
| 3 |
OSI Systems
OSIS
|
+$35.6M |
| 4 |
ALOG
Analogic Corp
ALOG
|
+$34.2M |
| 5 |
NETGEAR
NTGR
|
+$33.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.15% |
| 2 | Industrials | 13.06% |
| 3 | Technology | 12.43% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Real Estate | 7.93% |
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Kennedy Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Kennedy Capital Management, which disclosed 739 positions worth $4.92B. Its ten largest holdings account for 7.1% of the portfolio.
Its largest position is Innospec: 953,918 shares worth $38.3M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Industrials and Technology.
- Kennedy Capital Management's largest Q2 2013 buy was Innospec: 953,918 shares worth $38.3M.
- Kennedy Capital Management's ten largest holdings make up 7.1% of its $4.92B portfolio in Q2 2013.
- Kennedy Capital Management disclosed 739 positions in Q2 2013, its first 13F filing on record.
Based on Kennedy Capital Management's 13F filing for Q2 2013, filed 13 Aug 2013.