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
476
$2.51M 0.06%
69,844
-4,006
477
$2.5M 0.06%
57,430
-1,526
478
$2.5M 0.06%
37,463
-1,475
479
$2.49M 0.06%
49,695
-18,851
480
$2.49M 0.06%
36,058
+23,940
481
$2.48M 0.06%
+263,796
482
$2.47M 0.05%
809,375
+216,329
483
$2.46M 0.05%
193,912
+4,615
484
$2.43M 0.05%
189,394
+115,098
485
$2.4M 0.05%
162,219
+78,686
486
$2.38M 0.05%
81,827
+17,086
487
$2.37M 0.05%
148,125
-289,458
488
$2.35M 0.05%
142,579
-2,770
489
$2.34M 0.05%
48,503
-13,189
490
$2.33M 0.05%
45,196
+8,542
491
$2.3M 0.05%
118,719
+3,175
492
$2.28M 0.05%
40,692
-1,383
493
$2.26M 0.05%
18,604
-632
494
$2.26M 0.05%
666,095
+61,238
495
$2.25M 0.05%
193,947
+67,534
496
$2.25M 0.05%
213,984
+95,266
497
$2.22M 0.05%
+127,501
498
$2.21M 0.05%
55,313
-4,326
499
$2.16M 0.05%
114,623
+785
500
$2.15M 0.05%
17,460
-608
18 19
20
21 22