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
451
$4.02M 0.07%
+250,000
452
$3.98M 0.07%
268,144
-24,803
453
$3.96M 0.07%
587,310
+107,134
454
$3.96M 0.07%
+523,560
455
$3.95M 0.07%
62,739
-8,246
456
$3.92M 0.07%
41,622
-7,742
457
$3.91M 0.07%
392,786
-572,536
458
$3.9M 0.07%
94,276
-7,392
459
$3.9M 0.07%
263,535
+47,115
460
$3.88M 0.07%
79,686
-595
461
$3.88M 0.07%
+230,664
462
$3.87M 0.07%
+371,025
463
$3.87M 0.07%
+185,000
464
$3.86M 0.07%
91,549
-68,729
465
$3.85M 0.07%
169,041
+215
466
$3.84M 0.07%
145,239
-3,757
467
$3.84M 0.07%
78,075
-3,236
468
$3.83M 0.07%
1,142,417
-86,490
469
$3.82M 0.07%
192,850
-314
470
$3.82M 0.07%
73,793
-38,064
471
$3.79M 0.07%
153,587
-1,104
472
$3.78M 0.07%
158,147
473
$3.75M 0.07%
401,561
+87,294
474
$3.73M 0.07%
422,367
-3,233
475
$3.73M 0.07%
+100,000
17 18
19
20 21