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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$13.9M
4
VSI
Vitamin Shoppe Inc.
VSI
+$13.2M
5
EHC icon
Encompass Health
EHC
+$13.2M

Top Sells

1
+$23.4M
2
+$23.4M
3
+$21.8M
4
EXPR
Express, Inc.
EXPR
+$21.3M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$20.9M

Sector Composition

1 Financials 15.44%
2 Technology 14.48%
3 Industrials 13.11%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.72M 0.07%
70,581
477
$3.7M 0.07%
143,316
+10,404
478
$3.66M 0.07%
78,608
479
$3.66M 0.07%
739,552
-160,691
480
$3.61M 0.06%
547,117
-5,973
481
$3.58M 0.06%
+79,529
482
$3.56M 0.06%
22,292
-153
483
$3.55M 0.06%
51,177
484
$3.55M 0.06%
112,904
-937
485
$3.49M 0.06%
249,309
+99,309
486
$3.41M 0.06%
176,585
+600
487
$3.4M 0.06%
21,053
+10,370
488
$3.39M 0.06%
75,392
+34,792
489
$3.39M 0.06%
300,041
-171,452
490
$3.39M 0.06%
501,656
-3,608
491
$3.38M 0.06%
62,438
+24,029
492
$3.38M 0.06%
241,561
+18,201
493
$3.37M 0.06%
116,705
-5,205
494
$3.37M 0.06%
28,215
-1,272
495
$3.36M 0.06%
305,640
-13,873
496
$3.35M 0.06%
106,587
-715,423
497
$3.31M 0.06%
109,540
498
$3.27M 0.06%
157,239
-7,120
499
$3.26M 0.06%
269,220
-9,875
500
$3.23M 0.06%
70,045
-7,138
18 19
20
21 22