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
351
$3.06M 0.09%
153,555
+82,793
352
$3.05M 0.09%
314,189
+49,134
353
$2.99M 0.09%
73,668
-147
354
$2.98M 0.09%
237,967
+13,981
355
$2.98M 0.09%
134,288
+1,433
356
$2.98M 0.09%
28,326
+596
357
$2.94M 0.09%
98,079
-190
358
$2.93M 0.09%
442,053
-3,519
359
$2.92M 0.09%
+1,246,241
360
$2.91M 0.09%
136,274
-206,602
361
$2.91M 0.09%
116,048
-397
362
$2.87M 0.08%
212,357
-150,773
363
$2.83M 0.08%
84,847
-584
364
$2.81M 0.08%
63,965
+14,230
365
$2.81M 0.08%
96,837
-86,814
366
$2.79M 0.08%
148,827
+23,827
367
$2.78M 0.08%
121,749
+53,087
368
$2.77M 0.08%
49,418
-1,913
369
$2.77M 0.08%
98,727
+30,332
370
$2.76M 0.08%
75,664
+31,882
371
$2.75M 0.08%
471,138
-3,323
372
$2.73M 0.08%
47,278
+6
373
$2.72M 0.08%
21,682
+2
374
$2.7M 0.08%
65,029
-136
375
$2.69M 0.08%
+315,465
13 14
15
16 17