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
26
$22.9M 0.51%
1,478,559
+31,970
27
$22.8M 0.51%
878,396
+48,446
28
$22.6M 0.5%
507,974
-11,702
29
$22M 0.49%
871,179
-31,229
30
$21.2M 0.47%
1,017,666
-23,750
31
$21.1M 0.47%
85,539
-11,204
32
$21M 0.47%
936,963
+268,486
33
$20.7M 0.46%
57,981
-8,806
34
$20.4M 0.45%
43,994
-1,123
35
$20.3M 0.45%
544,955
+61,739
36
$19.6M 0.43%
466,177
+277,355
37
$19.6M 0.43%
105,259
-1,553
38
$19.2M 0.43%
108,138
+12,675
39
$19.1M 0.42%
993,985
+456,875
40
$19M 0.42%
86,548
-3,704
41
$18.9M 0.42%
525,155
+153,435
42
$18.8M 0.42%
394,026
+29,484
43
$18.3M 0.41%
227,425
-3,163
44
$18.1M 0.4%
125,017
+17,965
45
$17.9M 0.4%
34,372
+4,084
46
$17.7M 0.39%
+116,357
47
$17.4M 0.39%
273,517
+103,570
48
$17.2M 0.38%
206,297
-7,457
49
$17.2M 0.38%
438,152
-62,449
50
$17.1M 0.38%
51,300
-3,467
1
2
3 4 5