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
$4.86B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.3M
3
+$22M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$19M
5
LLY icon
Eli Lilly
LLY
+$17.4M

Top Sells

1
+$24.9M
2
+$20.2M
3
+$15.8M
4
VRT icon
Vertiv
VRT
+$12.3M
5
NSA icon
National Storage Affiliates Trust
NSA
+$12.1M

Sector Composition

1 Industrials 20.55%
2 Financials 18.49%
3 Healthcare 14.42%
4 Technology 13.16%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.69M 0.06%
44,547
-2,997
452
$2.65M 0.05%
+824,149
453
$2.62M 0.05%
11,496
-964
454
$2.62M 0.05%
106,848
-8,941
455
$2.61M 0.05%
21,991
+2,255
456
$2.61M 0.05%
165,285
-53,458
457
$2.61M 0.05%
+165,519
458
$2.6M 0.05%
+92,629
459
$2.59M 0.05%
+47,715
460
$2.56M 0.05%
295,597
-3,649
461
$2.55M 0.05%
137,876
+7,493
462
$2.55M 0.05%
+6,378
463
$2.52M 0.05%
131,015
-40,564
464
$2.52M 0.05%
585,053
-49,459
465
$2.51M 0.05%
33,908
+31,100
466
$2.51M 0.05%
+22,047
467
$2.5M 0.05%
+125,556
468
$2.44M 0.05%
22,759
-516
469
$2.44M 0.05%
+25,536
470
$2.43M 0.05%
36,935
-11,453
471
$2.4M 0.05%
128,702
-116,154
472
$2.39M 0.05%
253,560
+24
473
$2.38M 0.05%
294,788
-4,414
474
$2.35M 0.05%
65,907
-977
475
$2.35M 0.05%
183,228
-3,192
17 18
19
20 21