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
201
$7.92M 0.19%
20,965
+1,928
202
$7.86M 0.19%
98,992
+2,077
203
$7.79M 0.19%
+79,626
204
$7.78M 0.19%
427,036
+17,544
205
$7.76M 0.19%
17,355
-4,886
206
$7.73M 0.18%
97,713
-2,704
207
$7.48M 0.18%
48,538
-1,342
208
$7.48M 0.18%
68,569
+1,161
209
$7.46M 0.18%
134,890
-2,614
210
$7.43M 0.18%
22,075
+370
211
$7.33M 0.17%
130,841
-3,647
212
$7.25M 0.17%
59,778
-1,668
213
$6.99M 0.17%
55,276
-1,526
214
$6.98M 0.17%
7,052
-1,252
215
$6.98M 0.17%
143,785
+32,668
216
$6.98M 0.17%
41,740
-659
217
$6.96M 0.17%
215,375
+7,539
218
$6.92M 0.16%
650,718
-14,088
219
$6.9M 0.16%
1,188,831
+89,933
220
$6.88M 0.16%
122,163
-1,566
221
$6.83M 0.16%
203,480
+35,976
222
$6.77M 0.16%
390,557
+22,315
223
$6.72M 0.16%
53,478
-4,176
224
$6.72M 0.16%
184,515
-37,666
225
$6.71M 0.16%
384,451
-84,846
7 8
9
10 11