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
301
$4.1M 0.12%
+166,229
302
$4.06M 0.12%
541,697
+131,880
303
$4M 0.12%
33,411
+929
304
$3.98M 0.12%
235,117
-1,960
305
$3.97M 0.12%
140,230
-95,642
306
$3.96M 0.12%
490,942
-3,977
307
$3.94M 0.12%
262,928
-2,071
308
$3.92M 0.12%
65,209
-527
309
$3.84M 0.11%
262,930
-2,071
310
$3.83M 0.11%
135,424
-75
311
$3.82M 0.11%
89,661
-48,530
312
$3.8M 0.11%
143,389
-268
313
$3.8M 0.11%
112,808
+55,617
314
$3.79M 0.11%
543,411
+105,898
315
$3.76M 0.11%
53,452
-21,372
316
$3.74M 0.11%
116,398
-79,652
317
$3.71M 0.11%
438,707
+21,997
318
$3.7M 0.11%
128,354
-170,408
319
$3.67M 0.11%
63,127
-1,158
320
$3.63M 0.11%
304,545
-556
321
$3.63M 0.11%
103,162
-103,352
322
$3.62M 0.11%
143,518
-1,169
323
$3.61M 0.11%
78,723
+1,343
324
$3.58M 0.11%
+316,054
325
$3.58M 0.11%
55,178
-419
11 12
13
14 15