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
301
$5.45M 0.11%
+58,032
302
$5.44M 0.11%
106,725
-7,497
303
$5.36M 0.11%
+19,203
304
$5.36M 0.11%
54,934
+6
305
$5.35M 0.11%
293,265
-49,599
306
$5.26M 0.11%
87,305
+39,601
307
$5.22M 0.11%
40,673
-20,079
308
$5.22M 0.11%
19,416
-1,643
309
$5.21M 0.11%
+5,413
310
$5.2M 0.11%
47,273
-9,343
311
$5.18M 0.11%
371,743
-28,770
312
$5.18M 0.11%
239,117
-6,009
313
$5.17M 0.11%
544,475
-7,840
314
$5.16M 0.11%
146,682
-18,090
315
$5.11M 0.11%
191,486
-2,756
316
$5.1M 0.11%
315,552
-253,329
317
$5.08M 0.1%
162,585
-13,803
318
$5.04M 0.1%
62,992
-1,303
319
$5.03M 0.1%
175,550
-67,778
320
$4.99M 0.1%
48,231
-23,387
321
$4.92M 0.1%
625,509
-59,604
322
$4.9M 0.1%
+275,894
323
$4.84M 0.1%
+137,521
324
$4.81M 0.1%
459,090
-175,495
325
$4.77M 0.1%
33,482
+23,497
11 12
13
14 15