KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
This Quarter Return
-3.52%
1 Year Return
+9.13%
3 Year Return
+43.88%
5 Year Return
+266.93%
10 Year Return
+363.51%
AUM
$4.19B
AUM Growth
-$316M
Cap. Flow
-$53.9M
Cap. Flow %
-1.29%
Top 10 Hldgs %
8.69%
Holding
711
New
42
Increased
245
Reduced
345
Closed
69

Sector Composition

1Financials20.76%
2Healthcare18.1%
3Industrials18.07%
4Technology12.65%
5Consumer Discretionary7.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.88M0.07% 481,241
+24,193
+5%
+$145K
$2.88M0.07%
+74,928
New
+$2.88M
$2.87M0.07% 31,937
-1,578
-5%
-$142K
$2.84M0.07% 55,485
+8,069
+17%
+$413K
$2.84M0.07% 43,191
-2,133
-5%
-$140K
$2.82M0.07% 101,510
-29,862
-23%
-$830K
$2.82M0.07% 41,557
-2,031
-5%
-$138K
$2.81M0.07% 100,276
+9,279
+10%
+$260K
$2.8M0.07% 30,307
+19,765
+187%
+$1.83M
$2.77M0.07% 70,045
-3,480
-5%
-$138K
$2.75M0.07% 150,292
-2,899
-2%
-$53.1K
$2.75M0.07% 383,663
+595
+0.2%
+$4.27K
$2.72M0.06% 269,590
+75,643
+39%
+$762K
$2.7M0.06% 911,123
+101,748
+13%
+$301K
$2.69M0.06% 14,722
-727
-5%
-$133K
$2.66M0.06% 13,668
-3,898
-22%
-$758K
$2.66M0.06% 132,257
+4,008
+3%
+$80.5K
$2.65M0.06% 13,159
-693
-5%
-$140K
$2.65M0.06% 310,585
+18,814
+6%
+$161K
$2.63M0.06% 375,027
+166,035
+79%
+$1.17M
$2.63M0.06% 108,641
-436
-0.4%
-$10.5K
$2.62M0.06% 34,397
-1,661
-5%
-$127K
$2.62M0.06% 141,746
-833
-0.6%
-$15.4K
$2.6M0.06%
+33,858
New
+$2.6M
$2.6M0.06% 327,691
+133,779
+69%
+$1.06M