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
426
$3.05M 0.07%
+20,499
427
$3.04M 0.07%
153,191
-3,527
428
$3.04M 0.07%
196,398
-5,160
429
$3.02M 0.07%
223,797
+83,049
430
$3.01M 0.07%
130,840
-3,210
431
$3.01M 0.07%
10,889
-6,258
432
$3M 0.07%
43,588
-1,516
433
$2.98M 0.07%
90,180
-681
434
$2.96M 0.07%
102,482
+31,207
435
$2.95M 0.07%
+90,997
436
$2.94M 0.07%
17,566
-2,419
437
$2.94M 0.07%
32,580
-1,106
438
$2.92M 0.06%
18,878
-146
439
$2.91M 0.06%
184,238
-68,937
440
$2.9M 0.06%
13,852
+5,475
441
$2.9M 0.06%
49,388
-650
442
$2.89M 0.06%
19,855
-10,245
443
$2.89M 0.06%
77,411
-603
444
$2.89M 0.06%
594,000
+217,676
445
$2.87M 0.06%
58,680
-52,755
446
$2.87M 0.06%
78,533
+3,536
447
$2.84M 0.06%
132,237
+363
448
$2.83M 0.06%
78,352
+3,653
449
$2.81M 0.06%
10,415
-81
450
$2.81M 0.06%
+59,356
16 17
18
19 20