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
426
$1.88M 0.06%
32,988
-107
427
$1.88M 0.06%
198,435
-1,565
428
$1.84M 0.05%
73,050
-5,631
429
$1.83M 0.05%
262,163
-1,561
430
$1.82M 0.05%
18,930
-11,900
431
$1.81M 0.05%
40,610
+5
432
$1.81M 0.05%
+121,048
433
$1.76M 0.05%
+264,248
434
$1.75M 0.05%
+135,537
435
$1.74M 0.05%
208,722
-1,659
436
$1.72M 0.05%
+44,079
437
$1.7M 0.05%
47,530
-101
438
$1.7M 0.05%
184,102
-1,452
439
$1.67M 0.05%
165,152
-709,988
440
$1.67M 0.05%
23,643
-45
441
$1.64M 0.05%
103,294
-167
442
$1.62M 0.05%
376,140
-678
443
$1.61M 0.05%
73,943
+8,028
444
$1.6M 0.05%
40,862
-325
445
$1.59M 0.05%
201,787
-3,373
446
$1.58M 0.05%
+62,607
447
$1.57M 0.05%
178,921
-478
448
$1.57M 0.05%
34,872
-64
449
$1.56M 0.05%
78,119
-136
450
$1.52M 0.04%
64,849
+35
16 17
18
19 20