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
326
$5.13M 0.11%
55,474
+8,842
327
$5.12M 0.11%
41,640
-956
328
$5.11M 0.11%
95,574
-2,627
329
$5.06M 0.11%
285,305
+215,636
330
$5.06M 0.11%
273,453
+27,589
331
$4.93M 0.11%
224,478
-143,371
332
$4.93M 0.11%
36,112
+5,093
333
$4.91M 0.11%
154,876
+12,175
334
$4.75M 0.11%
20,951
+4,339
335
$4.75M 0.11%
153,560
-1,119
336
$4.7M 0.1%
200,080
-5,570
337
$4.68M 0.1%
522,959
+53,383
338
$4.67M 0.1%
64,846
+7,457
339
$4.65M 0.1%
158,222
-2,054
340
$4.64M 0.1%
66,383
+6,292
341
$4.63M 0.1%
65,530
-7,602
342
$4.62M 0.1%
269,652
-117,157
343
$4.62M 0.1%
40,629
-179
344
$4.62M 0.1%
55,380
-738
345
$4.58M 0.1%
345,549
+34,375
346
$4.55M 0.1%
104,679
+9,838
347
$4.48M 0.1%
27,937
-207
348
$4.46M 0.1%
139,055
-987
349
$4.42M 0.1%
50,685
-989
350
$4.39M 0.1%
131,372
-22,434
12 13
14
15 16