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
26
$22.5M 0.46%
1,038,810
-72,139
27
$22.4M 0.46%
263,176
-60,236
28
$22.2M 0.46%
123,480
-23,291
29
$22M 0.45%
49,855
-4,693
30
$21.8M 0.45%
50,865
+1,066
31
$21.8M 0.45%
515,819
-13,725
32
$21.8M 0.45%
479,325
-12,206
33
$21.7M 0.45%
64,993
-869
34
$21.2M 0.44%
54,178
-1,621
35
$21.2M 0.44%
574,050
-93,015
36
$21.2M 0.44%
594,327
+109,463
37
$21.1M 0.43%
186,557
+123,080
38
$21.1M 0.43%
584,139
-62,570
39
$20.9M 0.43%
947,919
+585,841
40
$20.9M 0.43%
513,096
-149,720
41
$20.8M 0.43%
279,328
-108,994
42
$20.1M 0.41%
75,649
-35,394
43
$19.6M 0.4%
584,645
-102,230
44
$19.4M 0.4%
221,565
-7,282
45
$19.2M 0.4%
605,956
-53,840
46
$19.2M 0.39%
48,031
+3,975
47
$19.2M 0.39%
334,611
-88,609
48
$19.1M 0.39%
310,404
-63,633
49
$19.1M 0.39%
410,801
-50,448
50
$19.1M 0.39%
244,818
-22,640
1
2
3 4 5