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
476
$2.3M 0.05%
+9,280
477
$2.3M 0.05%
11,765
+665
478
$2.29M 0.05%
927,699
-66,266
479
$2.25M 0.05%
441,251
-113,166
480
$2.25M 0.05%
67,157
+3,794
481
$2.24M 0.05%
+216,182
482
$2.24M 0.05%
95,511
-130,016
483
$2.23M 0.05%
325,542
+414
484
$2.22M 0.05%
577,788
-28,309
485
$2.22M 0.05%
218,063
-3,231
486
$2.21M 0.05%
+10,277
487
$2.19M 0.05%
111,611
-1,655
488
$2.18M 0.04%
44,988
-13,473
489
$2.17M 0.04%
383,075
+861
490
$2.17M 0.04%
+404,914
491
$2.16M 0.04%
20,177
+1,143
492
$2.16M 0.04%
41,096
-607
493
$2.14M 0.04%
+8,569
494
$2.11M 0.04%
378,417
-24,965
495
$2.11M 0.04%
47,278
-69,141
496
$2.1M 0.04%
163,876
-12,118
497
$2.1M 0.04%
+14,626
498
$2.05M 0.04%
250,501
-3,753
499
$2.03M 0.04%
79,483
+26,814
500
$2.02M 0.04%
+137,726
18 19
20
21 22