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
301
$5.49M 0.12%
206,886
+40,193
302
$5.46M 0.12%
582,572
-2,603
303
$5.45M 0.12%
82,124
+7,545
304
$5.41M 0.12%
218,557
+54,134
305
$5.39M 0.12%
112,603
+20,595
306
$5.38M 0.12%
80,575
-4,621
307
$5.37M 0.12%
25,628
+9,858
308
$5.35M 0.12%
117,901
-7,355
309
$5.35M 0.12%
459,048
-10,981
310
$5.34M 0.12%
120,068
-2,392
311
$5.34M 0.12%
247,063
-3,279
312
$5.31M 0.12%
14,403
+2,981
313
$5.31M 0.12%
379,655
-9,893
314
$5.29M 0.12%
55,803
-1,156
315
$5.28M 0.12%
107,431
+7,680
316
$5.25M 0.12%
+1,268,098
317
$5.23M 0.12%
+377,978
318
$5.23M 0.12%
58,223
-6,813
319
$5.22M 0.12%
50,192
+3,504
320
$5.21M 0.12%
154,978
-2,447
321
$5.19M 0.12%
132,262
-21,997
322
$5.18M 0.12%
66,437
-2,742
323
$5.17M 0.11%
49,577
+3,541
324
$5.14M 0.11%
+138,150
325
$5.14M 0.11%
450,738
+42,226
11 12
13
14 15