KCM

Kennedy Capital Management Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.4B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$14.9M
3
+$11.8M
4
EGP icon
EastGroup Properties
EGP
+$9.26M
5
EHAB icon
Enhabit
EHAB
+$8.13M

Top Sells

1
+$15.7M
2
+$10.6M
3
+$10.4M
4
EVH icon
Evolent Health
EVH
+$9.31M
5
UFPI icon
UFP Industries
UFPI
+$9.13M

Sector Composition

1 Financials 23.16%
2 Industrials 16.83%
3 Healthcare 11.63%
4 Technology 11.1%
5 Real Estate 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.33M 0.16%
141,969
+3,186
227
$5.32M 0.16%
+68,202
228
$5.31M 0.16%
1,419,379
-226,187
229
$5.3M 0.16%
39,201
+1,029
230
$5.3M 0.16%
129,562
-944
231
$5.29M 0.16%
508,144
-9,630
232
$5.27M 0.16%
698,351
+47,256
233
$5.26M 0.15%
243,003
+121,408
234
$5.23M 0.15%
24,160
-7,464
235
$5.22M 0.15%
272,913
-210
236
$5.21M 0.15%
98,306
-31,859
237
$5.19M 0.15%
186,134
+11,038
238
$5.18M 0.15%
36,926
+5,398
239
$5.17M 0.15%
183,905
-1,450
240
$5.16M 0.15%
193,516
-1,534
241
$5.13M 0.15%
422,620
+16,006
242
$5.12M 0.15%
42,529
-4,065
243
$5.09M 0.15%
25,448
+571
244
$5.03M 0.15%
74,556
-622
245
$5.01M 0.15%
172,923
+66,460
246
$5M 0.15%
71,125
-8,779
247
$4.99M 0.15%
39,674
+555
248
$4.98M 0.15%
57,610
+815
249
$4.98M 0.15%
176,044
+35,403
250
$4.96M 0.15%
84,789
-9,669
8 9
10
11 12