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
326
$4.77M 0.1%
693,726
-19,359
327
$4.75M 0.1%
79,393
+53,363
328
$4.74M 0.1%
705,631
+385,315
329
$4.73M 0.1%
39,774
-6,956
330
$4.73M 0.1%
1,202,815
-363,095
331
$4.71M 0.1%
665,524
-75,834
332
$4.66M 0.1%
+159,288
333
$4.62M 0.1%
169,221
-2,509
334
$4.61M 0.09%
200,431
-2,877
335
$4.61M 0.09%
56,171
-45,517
336
$4.58M 0.09%
33,236
+11,850
337
$4.52M 0.09%
298,960
+19,393
338
$4.51M 0.09%
48,543
-4,118
339
$4.48M 0.09%
484,971
-59,714
340
$4.47M 0.09%
172,342
-12,797
341
$4.39M 0.09%
74,795
+6,808
342
$4.36M 0.09%
282,675
+218,679
343
$4.36M 0.09%
+136,771
344
$4.35M 0.09%
65,313
-102,704
345
$4.34M 0.09%
+24,810
346
$4.33M 0.09%
12,890
+5,094
347
$4.33M 0.09%
396,482
-5,876
348
$4.31M 0.09%
1,318,155
+42,009
349
$4.3M 0.09%
229,250
-112,245
350
$4.29M 0.09%
190,449
+149,424
12 13
14
15 16