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
201
$9.52M 0.18%
+185,137
202
$9.5M 0.18%
246,384
+209,064
203
$9.48M 0.18%
794,054
+347,443
204
$9.47M 0.18%
540,477
-8,463
205
$9.46M 0.18%
657,744
-239,172
206
$9.46M 0.18%
636,828
-9,666
207
$9.45M 0.18%
1,257,196
-35,834
208
$9.43M 0.18%
280,004
+1,217
209
$9.39M 0.17%
579,604
-85,603
210
$9.31M 0.17%
80,836
+448
211
$9.29M 0.17%
690,995
-187,204
212
$9.28M 0.17%
86,403
-307
213
$9.25M 0.17%
169,362
-99
214
$9.24M 0.17%
645,089
-788
215
$9.21M 0.17%
438,454
+112,640
216
$9.18M 0.17%
562,101
-10,139
217
$9.16M 0.17%
47,492
-4,549
218
$9.16M 0.17%
360,418
-31,426
219
$9.15M 0.17%
398,590
+63,357
220
$9.11M 0.17%
759,357
+13,304
221
$9.11M 0.17%
277,325
+1,729
222
$9.05M 0.17%
411,003
-5,912
223
$9.01M 0.17%
352,569
+767
224
$8.95M 0.17%
230,611
-20,638
225
$8.95M 0.17%
176,325
-12,751
7 8
9
10 11