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
$4.5B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.9M
3
+$10.6M
4
KMPR icon
Kemper
KMPR
+$9.56M
5
ESAB icon
ESAB
ESAB
+$8.84M

Top Sells

1
+$19.5M
2
+$17.6M
3
+$13.2M
4
B
Barnes Group Inc.
B
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11M

Sector Composition

1 Financials 20.81%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.76%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.79M 0.06%
+25,787
452
$2.79M 0.06%
65,530
-391,038
453
$2.73M 0.06%
145,620
-17,188
454
$2.72M 0.06%
16,429
-128
455
$2.71M 0.06%
15,449
-121
456
$2.7M 0.06%
16,207
-214
457
$2.7M 0.06%
+290,699
458
$2.68M 0.06%
52,277
-36,455
459
$2.67M 0.06%
73,525
-576
460
$2.67M 0.06%
224,475
+40,016
461
$2.66M 0.06%
293,654
-4,051
462
$2.66M 0.06%
41,461
+13,653
463
$2.64M 0.06%
47,416
-29,679
464
$2.64M 0.06%
13,386
-9,566
465
$2.64M 0.06%
291,771
-2,485
466
$2.62M 0.06%
+18,330
467
$2.62M 0.06%
+65,368
468
$2.59M 0.06%
14,067
-110
469
$2.58M 0.06%
16,627
-508
470
$2.57M 0.06%
83,174
-1,610
471
$2.56M 0.06%
131,145
-5,287
472
$2.55M 0.06%
50,651
-249
473
$2.55M 0.06%
165,681
-391
474
$2.53M 0.06%
118,501
+4,476
475
$2.51M 0.06%
69,844
-4,006
17 18
19
20 21