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
401
$4.87M 0.09%
488,082
+48,662
402
$4.86M 0.09%
117,820
-202,869
403
$4.85M 0.09%
264,953
-63,882
404
$4.8M 0.09%
6,654
-16,553
405
$4.77M 0.09%
20,058
+769
406
$4.76M 0.09%
145,845
-1,453
407
$4.74M 0.09%
191,767
-1,571
408
$4.73M 0.09%
107,468
-4,775
409
$4.73M 0.08%
743,577
-20,502
410
$4.71M 0.08%
79,574
-87,241
411
$4.68M 0.08%
408,612
-828
412
$4.65M 0.08%
502,822
+60,411
413
$4.6M 0.08%
179,610
+11,106
414
$4.58M 0.08%
127,988
415
$4.56M 0.08%
199,504
-178,540
416
$4.54M 0.08%
439,260
+300,814
417
$4.53M 0.08%
203,933
-61,003
418
$4.5M 0.08%
44,848
-12,590
419
$4.49M 0.08%
34,949
420
$4.47M 0.08%
190,525
421
$4.47M 0.08%
1,822,945
+622,868
422
$4.43M 0.08%
182,071
+46,668
423
$4.41M 0.08%
740,108
-5,185
424
$4.4M 0.08%
784,022
+102,822
425
$4.33M 0.08%
367,531
+48,286
15 16
17
18 19