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
351
$4.34M 0.1%
27,711
+22,517
352
$4.3M 0.1%
108,010
-2,871
353
$4.28M 0.1%
195,125
-6,759
354
$4.27M 0.09%
+110,240
355
$4.27M 0.09%
19,899
-274
356
$4.27M 0.09%
249,004
-192,186
357
$4.25M 0.09%
165,554
-46,258
358
$4.22M 0.09%
217,092
-64,495
359
$4.16M 0.09%
822,354
-6,131
360
$4.16M 0.09%
35,944
-19,667
361
$4.11M 0.09%
365,186
+105,748
362
$4.09M 0.09%
20,501
-270
363
$4.08M 0.09%
+292,839
364
$4.07M 0.09%
142,846
+97,258
365
$4.04M 0.09%
65,250
+2,523
366
$4.02M 0.09%
65,266
-475
367
$4.01M 0.09%
208,992
+61,802
368
$4M 0.09%
+492,080
369
$3.97M 0.09%
27,298
-373
370
$3.92M 0.09%
+16,991
371
$3.92M 0.09%
243,304
-4,773
372
$3.91M 0.09%
203,977
-19,938
373
$3.88M 0.09%
135,778
-1,496
374
$3.87M 0.09%
1,275,700
-7,063
375
$3.85M 0.09%
+83,449
13 14
15
16 17