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
276
$5.93M 0.13%
87,959
-830
277
$5.92M 0.13%
104,751
+21,118
278
$5.92M 0.13%
314,192
-146,392
279
$5.92M 0.13%
71,217
+30,631
280
$5.91M 0.13%
168,649
+130,061
281
$5.88M 0.13%
901,133
-140,955
282
$5.83M 0.13%
183,413
-3,126
283
$5.8M 0.13%
53,098
-387
284
$5.79M 0.13%
249,978
+141,174
285
$5.74M 0.13%
190,014
-7,284
286
$5.73M 0.13%
545,505
+239,939
287
$5.72M 0.13%
149,959
-1,080
288
$5.71M 0.13%
324,569
+70,836
289
$5.7M 0.13%
273,014
+97,078
290
$5.68M 0.13%
503,144
-54,975
291
$5.68M 0.13%
+58,235
292
$5.64M 0.13%
426,362
-296,004
293
$5.63M 0.13%
49,757
+10,306
294
$5.6M 0.12%
622,611
+61,089
295
$5.6M 0.12%
1,091,834
-359,061
296
$5.58M 0.12%
205,531
-18,042
297
$5.57M 0.12%
138,503
-6,041
298
$5.56M 0.12%
608,730
+232,744
299
$5.54M 0.12%
215,525
+42,394
300
$5.51M 0.12%
279,235
+671
10 11
12
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