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
376
$5.38M 0.1%
401,484
-32,034
377
$5.38M 0.1%
2,717,639
+1,678,587
378
$5.38M 0.1%
+325,788
379
$5.33M 0.1%
83,918
-3,803
380
$5.32M 0.1%
89,161
381
$5.29M 0.09%
589,973
-3,287
382
$5.24M 0.09%
258,130
-1,647
383
$5.22M 0.09%
136,607
+46,068
384
$5.22M 0.09%
337,769
-2,796
385
$5.21M 0.09%
416,519
-5,680
386
$5.19M 0.09%
356,161
-26,365
387
$5.19M 0.09%
383,449
+66,390
388
$5.17M 0.09%
+146,315
389
$5.15M 0.09%
91,721
-3,221
390
$5.15M 0.09%
153,146
-63,994
391
$5.14M 0.09%
45,847
-66,491
392
$5.09M 0.09%
153,301
-102,392
393
$5.06M 0.09%
191,850
-22,544
394
$5.04M 0.09%
64,076
395
$4.99M 0.09%
126,263
-3,247
396
$4.99M 0.09%
199,063
-5
397
$4.93M 0.09%
242,215
+59,093
398
$4.93M 0.09%
90,698
-599
399
$4.88M 0.09%
202,038
400
$4.88M 0.09%
162,603
-51,628
14 15
16
17 18