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
476
$1.03M 0.03%
176,706
-323,728
477
$1.02M 0.03%
18,770
+246
478
$1M 0.03%
107,282
-30
479
$998K 0.03%
127,775
-249
480
$995K 0.03%
52,354
-102
481
$986K 0.03%
51,131
-178,024
482
$984K 0.03%
39,812
483
$982K 0.03%
150,785
+5,116
484
$979K 0.03%
35,668
-65
485
$970K 0.03%
18,050
+2
486
$943K 0.03%
106,752
+23,536
487
$937K 0.03%
51,853
-82
488
$936K 0.03%
181,466
-1,478
489
$931K 0.03%
18,457
-35
490
$924K 0.03%
25,720
-259,264
491
$922K 0.03%
9,249
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492
$915K 0.03%
22,106
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493
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48,616
-115,471
494
$901K 0.03%
24,035
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495
$892K 0.03%
116,792
-222
496
$884K 0.03%
23,506
-23,676
497
$875K 0.03%
19,342
-5,032
498
$873K 0.03%
25,865
499
$868K 0.03%
84,599
-20,099
500
$862K 0.03%
25,216
-260,010
18 19
20
21 22