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
401
$3.47M 0.07%
648,711
+181,095
402
$3.47M 0.07%
105,076
-639
403
$3.45M 0.07%
+44,932
404
$3.44M 0.07%
47,622
-4,024
405
$3.43M 0.07%
73,366
-1,092
406
$3.4M 0.07%
140,631
-11,883
407
$3.38M 0.07%
63,422
-5,389
408
$3.37M 0.07%
61,247
-73,900
409
$3.37M 0.07%
73,026
+29,065
410
$3.35M 0.07%
437,657
+150,120
411
$3.34M 0.07%
232,623
-17,607
412
$3.32M 0.07%
767,053
-139,322
413
$3.31M 0.07%
+6,381
414
$3.28M 0.07%
486,560
+12,554
415
$3.28M 0.07%
+85,251
416
$3.26M 0.07%
21,152
-171
417
$3.24M 0.07%
+11,397
418
$3.22M 0.07%
111,166
-52,085
419
$3.22M 0.07%
71,960
-24,562
420
$3.21M 0.07%
49,887
-10,525
421
$3.21M 0.07%
113,841
+20,881
422
$3.19M 0.07%
517,706
-38,627
423
$3.15M 0.06%
61,972
-29,018
424
$3.14M 0.06%
8,276
+2,359
425
$3.14M 0.06%
32,936
-117,025
15 16
17
18 19