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
451
$2.79M 0.06%
152,220
+59,980
452
$2.79M 0.06%
+25,787
453
$2.79M 0.06%
65,530
-391,038
454
$2.73M 0.06%
145,620
-17,188
455
$2.72M 0.06%
16,429
-128
456
$2.71M 0.06%
15,449
-121
457
$2.7M 0.06%
16,207
-214
458
$2.7M 0.06%
+290,699
459
$2.68M 0.06%
52,277
-36,455
460
$2.67M 0.06%
73,525
-576
461
$2.67M 0.06%
224,475
+40,016
462
$2.66M 0.06%
293,654
-4,051
463
$2.66M 0.06%
41,461
+13,653
464
$2.64M 0.06%
47,416
-29,679
465
$2.64M 0.06%
13,386
-9,566
466
$2.64M 0.06%
291,771
-2,485
467
$2.62M 0.06%
+18,330
468
$2.62M 0.06%
+65,368
469
$2.59M 0.06%
14,067
-110
470
$2.58M 0.06%
16,627
-508
471
$2.57M 0.06%
83,174
-1,610
472
$2.56M 0.06%
131,145
-5,287
473
$2.55M 0.06%
50,651
-249
474
$2.55M 0.06%
165,681
-391
475
$2.53M 0.06%
118,501
+4,476
17 18
19
20 21