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
401
$3.41M 0.08%
124,592
-7,056
402
$3.38M 0.08%
144,429
-19,934
403
$3.34M 0.07%
485,532
+36,648
404
$3.34M 0.07%
+354,731
405
$3.33M 0.07%
32,409
+2,256
406
$3.32M 0.07%
31,426
+6,505
407
$3.32M 0.07%
323,111
-9,779
408
$3.31M 0.07%
117,090
-846
409
$3.29M 0.07%
+14,553
410
$3.28M 0.07%
72,307
+31,113
411
$3.23M 0.07%
96,850
+8,863
412
$3.22M 0.07%
337,639
-82,574
413
$3.21M 0.07%
37,941
+18,510
414
$3.21M 0.07%
33,515
-261
415
$3.2M 0.07%
35,257
-9,018
416
$3.2M 0.07%
45,324
-353
417
$3.19M 0.07%
220,336
+676
418
$3.19M 0.07%
383,068
-136,610
419
$3.16M 0.07%
62,531
-26,841
420
$3.15M 0.07%
502,143
+19,691
421
$3.12M 0.07%
258,782
+122,318
422
$3.11M 0.07%
24,753
-25,336
423
$3.1M 0.07%
268,339
+3,389
424
$3.1M 0.07%
+191,821
425
$3.06M 0.07%
378,243
-1,701
15 16
17
18 19