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
$5.72B
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.6M
3
+$13.7M
4
FET icon
Forum Energy Technologies
FET
+$13.5M
5
ICUI icon
ICU Medical
ICUI
+$12.7M

Top Sells

1
+$20M
2
+$19.6M
3
+$17.4M
4
AEL
American Equity Investment Life Holding Company
AEL
+$16.6M
5
CLC
Clarcor
CLC
+$16.3M

Sector Composition

1 Financials 20.68%
2 Technology 15.36%
3 Industrials 14.12%
4 Consumer Discretionary 13.44%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.84M 0.17%
190,845
-7,581
202
$9.83M 0.17%
584,487
-13,249
203
$9.78M 0.17%
212,298
+13,384
204
$9.77M 0.17%
605,039
+184,658
205
$9.73M 0.17%
471,906
+149,213
206
$9.72M 0.17%
696,729
+523,430
207
$9.62M 0.17%
211,004
-8,504
208
$9.48M 0.17%
238,608
-20,213
209
$9.43M 0.16%
167,131
-61,546
210
$9.4M 0.16%
447,735
+18,058
211
$9.34M 0.16%
758,353
+62,697
212
$9.16M 0.16%
327,944
-13,405
213
$9.14M 0.16%
137,525
-271
214
$9.13M 0.16%
307,103
+81,271
215
$9.08M 0.16%
505,581
+173,337
216
$9.07M 0.16%
85,848
-9,091
217
$9.04M 0.16%
+226,197
218
$9.03M 0.16%
696,445
-3,284
219
$9.02M 0.16%
145,850
-5,832
220
$8.99M 0.16%
433,203
-17,594
221
$8.95M 0.16%
605,314
-484,727
222
$8.94M 0.16%
63,210
-2,563
223
$8.94M 0.16%
395,575
+195,892
224
$8.89M 0.16%
338,291
+20,732
225
$8.8M 0.15%
255,814
-2,954
7 8
9
10 11