KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$13.9M
4
VSI
Vitamin Shoppe Inc.
VSI
+$13.2M
5
EHC icon
Encompass Health
EHC
+$13.2M

Top Sells

1
+$23.4M
2
+$23.4M
3
+$21.8M
4
EXPR
Express, Inc.
EXPR
+$21.3M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$20.9M

Sector Composition

1 Financials 15.44%
2 Technology 14.48%
3 Industrials 13.11%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.85M 0.11%
636,353
+45,634
352
$5.84M 0.1%
180,613
-69,943
353
$5.76M 0.1%
537,973
+290,008
354
$5.73M 0.1%
271,413
+190,956
355
$5.72M 0.1%
380,000
-44,455
356
$5.71M 0.1%
197,970
+29,298
357
$5.68M 0.1%
222,641
+73,675
358
$5.67M 0.1%
172,969
-639
359
$5.64M 0.1%
416,369
-221,137
360
$5.62M 0.1%
248,146
+13,324
361
$5.62M 0.1%
145,635
-5,207
362
$5.61M 0.1%
145,115
-8,370
363
$5.61M 0.1%
346,967
-954
364
$5.59M 0.1%
194,078
365
$5.58M 0.1%
640,322
+77,973
366
$5.56M 0.1%
+230,784
367
$5.56M 0.1%
327,821
+22,828
368
$5.54M 0.1%
368,490
-331,178
369
$5.52M 0.1%
155,556
-7,814
370
$5.45M 0.1%
183,770
371
$5.43M 0.1%
156,962
-7,160
372
$5.43M 0.1%
181,505
-8,150
373
$5.41M 0.1%
431,912
-11,017
374
$5.39M 0.1%
353,862
-2,126
375
$5.39M 0.1%
243,622
-1,602
13 14
15
16 17