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
376
$3.85M 0.09%
154,340
+10,679
377
$3.82M 0.08%
205,838
-53,805
378
$3.79M 0.08%
221,189
-136,042
379
$3.76M 0.08%
53,881
-33,033
380
$3.75M 0.08%
71,598
-257
381
$3.74M 0.08%
21,697
-30,432
382
$3.71M 0.08%
24,423
383
$3.67M 0.08%
5,156
+652
384
$3.67M 0.08%
29,524
+2,060
385
$3.65M 0.08%
111,098
+81,971
386
$3.64M 0.08%
1,065,757
+309,201
387
$3.64M 0.08%
118,746
-17,113
388
$3.64M 0.08%
30,515
-22,933
389
$3.62M 0.08%
152,267
+35,958
390
$3.61M 0.08%
55,087
+35,977
391
$3.59M 0.08%
+84,712
392
$3.58M 0.08%
29,457
+3,776
393
$3.56M 0.08%
457,048
-5,140
394
$3.56M 0.08%
162,766
-64,469
395
$3.53M 0.08%
+314,066
396
$3.51M 0.08%
9,753
+5,251
397
$3.46M 0.08%
+355,551
398
$3.45M 0.08%
185,777
-10,656
399
$3.44M 0.08%
32,571
-5,463
400
$3.44M 0.08%
128,249
+55,624
14 15
16
17 18