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
251
$6.59M 0.15%
331,955
-36,776
252
$6.55M 0.15%
213,206
+60,102
253
$6.55M 0.15%
+361,749
254
$6.54M 0.15%
20,030
+111
255
$6.53M 0.15%
515,370
-19,757
256
$6.53M 0.15%
16,162
+7,111
257
$6.52M 0.14%
94,763
-678
258
$6.46M 0.14%
327,906
+83,661
259
$6.43M 0.14%
22,629
+2,666
260
$6.43M 0.14%
323,142
-37,438
261
$6.32M 0.14%
219,591
-64,489
262
$6.32M 0.14%
236,642
+9,619
263
$6.27M 0.14%
108,877
+55,528
264
$6.27M 0.14%
170,255
-7,465
265
$6.25M 0.14%
372,050
-13,435
266
$6.23M 0.14%
42,994
-2,291
267
$6.21M 0.14%
21,245
-155
268
$6.2M 0.14%
44,371
-2,076
269
$6.2M 0.14%
238,485
-13,683
270
$6.19M 0.14%
248,214
-14,237
271
$6.17M 0.14%
118,520
+8,115
272
$6.16M 0.14%
507,596
+64,358
273
$6.08M 0.14%
238,311
-1,786
274
$6.01M 0.13%
409,964
+11,646
275
$5.97M 0.13%
92,274
-8,050
9 10
11
12 13