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
501
$3.23M 0.06%
92,481
+19,737
502
$3.22M 0.06%
281,551
+59,275
503
$3.2M 0.06%
1,248,403
-10,261
504
$3.17M 0.06%
76,084
-608
505
$3.13M 0.06%
150,013
-751,180
506
$3.1M 0.06%
1,153,605
-8,168
507
$3.1M 0.06%
148,592
+19,561
508
$3.1M 0.06%
167,295
-1,156
509
$3.07M 0.06%
164,079
-41,475
510
$3.06M 0.05%
261,709
-2,018
511
$3.03M 0.05%
29,879
-1,333
512
$3.02M 0.05%
713,484
+11,331
513
$3.01M 0.05%
+125,000
514
$2.98M 0.05%
129,132
-5,825
515
$2.97M 0.05%
120,138
-3,990
516
$2.95M 0.05%
195,441
-992
517
$2.93M 0.05%
291
+157
518
$2.93M 0.05%
259,708
519
$2.92M 0.05%
563,783
+138,518
520
$2.89M 0.05%
86,389
-143
521
$2.88M 0.05%
79,452
-548
522
$2.87M 0.05%
101,166
+9,721
523
$2.85M 0.05%
25,772
-1,163
524
$2.85M 0.05%
45,350
-489,660
525
$2.85M 0.05%
100,956
-34,825
19 20
21
22 23