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
251
$4.94M 0.15%
1,051,184
-7,463
252
$4.94M 0.15%
1,002,107
+427,824
253
$4.94M 0.15%
266,621
-842
254
$4.91M 0.14%
11,246
+1,213
255
$4.9M 0.14%
46,356
+963
256
$4.88M 0.14%
38,045
+1,868
257
$4.82M 0.14%
41,624
+111
258
$4.81M 0.14%
482,066
+14,202
259
$4.79M 0.14%
263,848
-2,541
260
$4.78M 0.14%
289,607
-143,595
261
$4.78M 0.14%
137,143
-1,372
262
$4.78M 0.14%
19,784
-1,645
263
$4.77M 0.14%
237,984
+16,315
264
$4.77M 0.14%
205,160
-1,610
265
$4.76M 0.14%
+60,155
266
$4.75M 0.14%
238,921
-65,129
267
$4.75M 0.14%
569,282
-1,195
268
$4.75M 0.14%
30,178
-29,516
269
$4.66M 0.14%
263,076
+2,427
270
$4.63M 0.14%
+220,683
271
$4.61M 0.14%
450,502
-11,509
272
$4.61M 0.14%
68,402
+5,735
273
$4.59M 0.14%
153,050
-1,161
274
$4.55M 0.13%
161,938
+12
275
$4.54M 0.13%
15,445
-250
9 10
11
12 13