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
251
$6.68M 0.14%
106,992
+62,395
252
$6.67M 0.14%
+560,790
253
$6.59M 0.14%
518,991
-43,488
254
$6.59M 0.14%
329,063
+111,915
255
$6.55M 0.13%
59,704
-47,363
256
$6.53M 0.13%
376,538
-28,333
257
$6.51M 0.13%
61,231
+17,062
258
$6.49M 0.13%
471,937
-72,284
259
$6.48M 0.13%
802,430
-54,806
260
$6.44M 0.13%
164,743
-39,309
261
$6.42M 0.13%
463,213
+217,624
262
$6.36M 0.13%
69,003
-5,639
263
$6.36M 0.13%
261,278
-34,154
264
$6.3M 0.13%
171,445
-12,569
265
$6.28M 0.13%
20,075
-19,660
266
$6.28M 0.13%
252,172
-164,313
267
$6.27M 0.13%
269,205
-3,722
268
$6.24M 0.13%
193,687
+34,928
269
$6.24M 0.13%
74,489
-2,894
270
$6.1M 0.13%
557,506
-113,985
271
$6.08M 0.13%
572,336
+360
272
$6.03M 0.12%
207,877
-17,460
273
$6.03M 0.12%
132,203
+16,855
274
$6.03M 0.12%
125,546
-49,755
275
$6.02M 0.12%
75,461
-6,390
9 10
11
12 13