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
276
$4.54M 0.13%
207,740
+2,393
277
$4.48M 0.13%
104,736
-20,827
278
$4.47M 0.13%
342,355
-1,201,208
279
$4.47M 0.13%
204,050
+90,008
280
$4.47M 0.13%
484,539
+251,939
281
$4.45M 0.13%
55,405
-1,080
282
$4.42M 0.13%
13,896
+12,043
283
$4.41M 0.13%
651,673
-55,066
284
$4.39M 0.13%
110,816
-206
285
$4.38M 0.13%
174,706
+37,181
286
$4.36M 0.13%
153,243
-1,214
287
$4.36M 0.13%
140,013
-1,026
288
$4.34M 0.13%
147,391
-210
289
$4.31M 0.13%
298,326
-15,842
290
$4.31M 0.13%
178,887
+41,096
291
$4.28M 0.13%
49,602
-56,617
292
$4.27M 0.13%
298,148
+3,924
293
$4.25M 0.13%
200,099
-397
294
$4.22M 0.12%
42,667
-14,224
295
$4.21M 0.12%
132,345
+2,629
296
$4.2M 0.12%
1,109,081
-15,183
297
$4.2M 0.12%
46,430
+54
298
$4.18M 0.12%
49,021
+1,546
299
$4.12M 0.12%
67,059
-1,247
300
$4.1M 0.12%
+413,379
10 11
12
13 14