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
$4.86B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.3M
3
+$22M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$19M
5
LLY icon
Eli Lilly
LLY
+$17.4M

Top Sells

1
+$24.9M
2
+$20.2M
3
+$15.8M
4
VRT icon
Vertiv
VRT
+$12.3M
5
NSA icon
National Storage Affiliates Trust
NSA
+$12.1M

Sector Composition

1 Industrials 20.55%
2 Financials 18.49%
3 Healthcare 14.42%
4 Technology 13.16%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.78M 0.16%
24,473
-12,167
227
$7.72M 0.16%
120,922
-60,770
228
$7.55M 0.16%
464,764
-44,470
229
$7.52M 0.15%
36,629
-3,103
230
$7.51M 0.15%
139,606
-10,714
231
$7.41M 0.15%
332,530
-31,321
232
$7.32M 0.15%
69,900
-34,869
233
$7.3M 0.15%
102,265
-8,051
234
$7.3M 0.15%
273,200
+181,447
235
$6.99M 0.14%
799,197
-46,325
236
$6.98M 0.14%
504,143
-87,481
237
$6.98M 0.14%
48,838
+1,436
238
$6.94M 0.14%
808,882
-88,368
239
$6.92M 0.14%
180,862
+115,966
240
$6.91M 0.14%
227,193
+121,752
241
$6.89M 0.14%
200,250
-14,984
242
$6.88M 0.14%
55,184
+24,428
243
$6.86M 0.14%
38,158
-840
244
$6.83M 0.14%
+197,111
245
$6.83M 0.14%
145,192
-20,700
246
$6.78M 0.14%
450,918
+300,407
247
$6.72M 0.14%
123,090
-9,431
248
$6.72M 0.14%
+210,444
249
$6.7M 0.14%
274,936
-21,101
250
$6.69M 0.14%
69,991
-34,634
8 9
10
11 12