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
426
$4.33M 0.08%
365,257
-2,520
427
$4.31M 0.08%
19,191
428
$4.28M 0.08%
+29,087
429
$4.28M 0.08%
+149,590
430
$4.28M 0.08%
225,497
-1,867
431
$4.26M 0.08%
65,557
+21,540
432
$4.26M 0.08%
207,881
-4,419
433
$4.26M 0.08%
258,324
-1,452
434
$4.25M 0.08%
163,328
-1,389
435
$4.24M 0.08%
128,156
-963
436
$4.23M 0.08%
148,214
-39,003
437
$4.22M 0.08%
205,600
-9,232
438
$4.19M 0.08%
+435,791
439
$4.19M 0.08%
75,222
440
$4.18M 0.08%
91,735
-75,324
441
$4.18M 0.08%
141,883
-131,289
442
$4.14M 0.07%
198,239
+41,217
443
$4.13M 0.07%
236,218
-10,477
444
$4.12M 0.07%
348,542
+48,762
445
$4.1M 0.07%
248,943
-57,900
446
$4.09M 0.07%
234,701
-9,877
447
$4.09M 0.07%
287,981
+165,479
448
$4.09M 0.07%
589,370
-75,339
449
$4.05M 0.07%
240,098
-11,575
450
$4.02M 0.07%
95,276
-777
16 17
18
19 20