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
376
$3.8M 0.08%
183,014
-2,628
377
$3.73M 0.08%
64,780
-645
378
$3.72M 0.08%
+247,169
379
$3.71M 0.08%
1,125,280
-9,915
380
$3.69M 0.08%
20,405
-10,086
381
$3.68M 0.08%
98,441
+5,565
382
$3.67M 0.08%
31,709
-245
383
$3.65M 0.08%
39,184
+2,051
384
$3.65M 0.08%
34,476
-491
385
$3.64M 0.08%
49,310
+2,659
386
$3.64M 0.07%
52,776
-361,051
387
$3.64M 0.07%
717,183
-23,718
388
$3.63M 0.07%
30,594
-4,024
389
$3.63M 0.07%
82,996
-7,016
390
$3.61M 0.07%
97,544
-8,171
391
$3.59M 0.07%
246,196
-56,602
392
$3.58M 0.07%
73,648
+13,692
393
$3.58M 0.07%
75,513
+14,132
394
$3.56M 0.07%
+9,814
395
$3.55M 0.07%
159,427
+102,431
396
$3.54M 0.07%
18,308
+1,014
397
$3.53M 0.07%
37,398
-276
398
$3.51M 0.07%
214,513
+57,178
399
$3.47M 0.07%
+8,311
400
$3.47M 0.07%
42,518
-150,012
14 15
16
17 18