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
26
$18.5M 0.54%
227,529
-12,504
27
$17.7M 0.52%
257,713
-6,828
28
$17.5M 0.51%
343,244
-16,605
29
$17.1M 0.5%
236,994
-126,459
30
$17M 0.5%
519,669
-4,767
31
$16.9M 0.5%
1,066,729
-1,941
32
$16.9M 0.5%
747,538
-171,778
33
$16.7M 0.49%
158,020
-6,543
34
$16.4M 0.48%
795,647
+90,965
35
$16.2M 0.48%
1,040,057
-194,378
36
$16.1M 0.47%
348,532
+29,491
37
$15.7M 0.46%
241,675
+80,654
38
$15.6M 0.46%
75,698
-20,252
39
$15.5M 0.46%
601,553
-131,257
40
$15.4M 0.45%
125,778
+7,967
41
$15.3M 0.45%
176,023
-1,065
42
$15.2M 0.45%
1,612,776
+38,058
43
$15.2M 0.45%
56,467
-663
44
$15.1M 0.45%
70,468
+1,126
45
$15.1M 0.44%
323,609
+70,290
46
$15.1M 0.44%
899,634
+59,032
47
$14.9M 0.44%
+213,061
48
$14.8M 0.44%
374,655
+852
49
$14.8M 0.43%
322,182
-2,530
50
$14.7M 0.43%
365,137
-158,442
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