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
376
$2.67M 0.08%
399,365
-3,132
377
$2.66M 0.08%
16,349
+322
378
$2.59M 0.08%
75,555
+138
379
$2.58M 0.08%
18,226
-13,230
380
$2.57M 0.08%
154,861
-47,449
381
$2.55M 0.08%
+264,817
382
$2.55M 0.07%
347,812
-2,750
383
$2.54M 0.07%
71,877
-531
384
$2.54M 0.07%
23,885
+19,899
385
$2.5M 0.07%
42,505
-108,253
386
$2.49M 0.07%
+137,500
387
$2.47M 0.07%
210,927
+3,135
388
$2.47M 0.07%
86,372
-159
389
$2.39M 0.07%
136,466
-218,989
390
$2.36M 0.07%
28,581
-326
391
$2.35M 0.07%
104,881
-725
392
$2.35M 0.07%
160,743
-289
393
$2.35M 0.07%
80,233
-26,705
394
$2.31M 0.07%
+32,218
395
$2.29M 0.07%
81,350
+57,034
396
$2.28M 0.07%
477,659
+356,952
397
$2.26M 0.07%
41,563
+3,200
398
$2.24M 0.07%
43,399
-625
399
$2.23M 0.07%
+184,433
400
$2.21M 0.07%
138,669
-412
14 15
16
17 18