KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11.6M
3
+$10.2M
4
KMPR icon
Kemper
KMPR
+$9.63M
5
ESAB icon
ESAB
ESAB
+$8.78M

Top Sells

1
+$19.3M
2
+$16.6M
3
+$13.4M
4
PHAT icon
Phathom Pharmaceuticals
PHAT
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11.1M

Sector Composition

1 Financials 20.96%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.11M 0.16%
70,588
-9,807
227
$7.11M 0.16%
391,431
-39,440
228
$7.09M 0.16%
62,185
-7,342
229
$7.06M 0.16%
79,551
+5,496
230
$7.02M 0.16%
208,528
-40,961
231
$7M 0.16%
455,985
-26,154
232
$6.98M 0.16%
98,199
+40,791
233
$6.98M 0.15%
95,090
+6,787
234
$6.96M 0.15%
158,557
+8,743
235
$6.95M 0.15%
70,273
-930
236
$6.92M 0.15%
86,206
+11,473
237
$6.91M 0.15%
69,886
-249
238
$6.91M 0.15%
+212,717
239
$6.87M 0.15%
53,120
+33,990
240
$6.83M 0.15%
13,094
+1,681
241
$6.82M 0.15%
463,912
+601
242
$6.76M 0.15%
17,192
+4,570
243
$6.7M 0.15%
155,818
244
$6.7M 0.15%
102,790
-776
245
$6.69M 0.15%
118,469
+22,084
246
$6.68M 0.15%
209,127
+410
247
$6.63M 0.15%
59,580
-2,550
248
$6.62M 0.15%
174,524
-95,463
249
$6.61M 0.15%
85,103
-639
250
$6.59M 0.15%
61,294
-2,846
8 9
10
11 12