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
401
$2.2M 0.06%
115,791
+27,963
402
$2.19M 0.06%
116,976
-210
403
$2.19M 0.06%
12,938
+9,402
404
$2.16M 0.06%
262,247
-467
405
$2.15M 0.06%
29,854
-2,754
406
$2.13M 0.06%
371,974
-2,932
407
$2.1M 0.06%
49,727
-392
408
$2.1M 0.06%
39,486
+69
409
$2.08M 0.06%
205,037
-311,039
410
$2.06M 0.06%
124,022
-978
411
$2.04M 0.06%
150,721
-3,433
412
$2.04M 0.06%
471,456
-21,776
413
$2.04M 0.06%
27,136
+2
414
$2.03M 0.06%
+348,927
415
$2.02M 0.06%
55,106
-76
416
$2.01M 0.06%
263,461
+4,923
417
$2M 0.06%
49,957
-192,247
418
$1.96M 0.06%
121,797
-709
419
$1.95M 0.06%
+202,536
420
$1.93M 0.06%
84,440
+6,835
421
$1.92M 0.06%
185,327
-514,172
422
$1.92M 0.06%
204,222
-214,176
423
$1.9M 0.06%
+27,285
424
$1.9M 0.06%
82,264
-121,470
425
$1.89M 0.06%
100,171
-39,357
15 16
17
18 19