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
351
$4.26M 0.09%
457,681
+133,579
352
$4.26M 0.09%
146,840
-65,353
353
$4.2M 0.09%
59,572
-5,075
354
$4.19M 0.09%
360,182
-15,922
355
$4.17M 0.09%
953,265
-6,718
356
$4.11M 0.08%
44,901
+2,497
357
$4.09M 0.08%
241,521
+126,615
358
$4.08M 0.08%
72,583
-82,661
359
$4.07M 0.08%
210,251
-1,046,228
360
$4.06M 0.08%
138,409
-938
361
$4.06M 0.08%
121,018
-59,943
362
$4.05M 0.08%
32,868
+1,752
363
$4.03M 0.08%
74,629
-36,851
364
$4.01M 0.08%
62,416
-26,432
365
$4.01M 0.08%
115,508
-29,798
366
$4M 0.08%
597,089
+255,201
367
$3.99M 0.08%
+143,861
368
$3.97M 0.08%
240,686
+19,386
369
$3.94M 0.08%
152,008
-108,564
370
$3.93M 0.08%
131,078
-12,394
371
$3.92M 0.08%
282,932
-21,694
372
$3.91M 0.08%
170,957
+20,088
373
$3.9M 0.08%
76,525
-23,125
374
$3.89M 0.08%
319,799
-170,886
375
$3.84M 0.08%
137,126
-11,546
13 14
15
16 17