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
451
$1.48M 0.04%
45,173
-121,006
452
$1.43M 0.04%
+525,480
453
$1.4M 0.04%
168,441
+52,964
454
$1.35M 0.04%
48,321
-75
455
$1.29M 0.04%
12,897
+1,445
456
$1.28M 0.04%
21,106
+226
457
$1.27M 0.04%
44,878
+2,629
458
$1.25M 0.04%
+144,611
459
$1.23M 0.04%
254,614
-168,999
460
$1.21M 0.04%
20,035
-150
461
$1.21M 0.04%
27,074
-51
462
$1.2M 0.04%
64,464
-82,650
463
$1.19M 0.04%
16,351
-177
464
$1.19M 0.04%
+114,058
465
$1.15M 0.03%
49,766
466
$1.14M 0.03%
+63,170
467
$1.12M 0.03%
167,937
-317
468
$1.1M 0.03%
182,098
-70,272
469
$1.1M 0.03%
53,683
-251
470
$1.09M 0.03%
13,481
-74
471
$1.08M 0.03%
4,975
-8
472
$1.05M 0.03%
+552,201
473
$1.05M 0.03%
+50,000
474
$1.04M 0.03%
33,575
475
$1.03M 0.03%
29,170
+6,904
17 18
19
20 21