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
326
$3.57M 0.11%
35,201
-25,843
327
$3.57M 0.11%
856,117
+446,975
328
$3.56M 0.1%
128,826
-1,194
329
$3.55M 0.1%
699,513
-5,532
330
$3.51M 0.1%
67,802
-136
331
$3.46M 0.1%
156,717
+6,283
332
$3.44M 0.1%
+245,000
333
$3.44M 0.1%
37,289
+771
334
$3.43M 0.1%
89,675
-663
335
$3.42M 0.1%
45,545
+6,435
336
$3.39M 0.1%
44,764
-94
337
$3.39M 0.1%
448,668
-8,116
338
$3.39M 0.1%
382,548
-716
339
$3.35M 0.1%
109,901
-127,691
340
$3.33M 0.1%
+146,462
341
$3.32M 0.1%
+129,054
342
$3.32M 0.1%
641,993
+116,993
343
$3.29M 0.1%
156,444
+6,268
344
$3.24M 0.1%
155,528
+2,763
345
$3.23M 0.1%
689,363
-282,280
346
$3.19M 0.09%
72,708
+847
347
$3.16M 0.09%
195,527
-349
348
$3.1M 0.09%
230,333
-112,119
349
$3.1M 0.09%
157,377
+3,127
350
$3.09M 0.09%
491,743
+6,120
12 13
14
15 16