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
501
$859K 0.03%
42,490
502
$852K 0.03%
12,664
-53,343
503
$848K 0.03%
12,634
+4,248
504
$848K 0.03%
331,398
-513
505
$835K 0.02%
99,087
-89
506
$829K 0.02%
9,902
+104
507
$824K 0.02%
7,540
+2,282
508
$821K 0.02%
36,542
+22,002
509
$821K 0.02%
308,617
-15,624
510
$815K 0.02%
119,457
+15
511
$803K 0.02%
85,498
-95,355
512
$773K 0.02%
6,475
-2,100
513
$768K 0.02%
28,167
-4,956
514
$767K 0.02%
45,544
-32,836
515
$754K 0.02%
36,856
-70
516
$752K 0.02%
19,507
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517
$735K 0.02%
56,068
518
$731K 0.02%
32,065
-10,826
519
$698K 0.02%
84,376
-190
520
$698K 0.02%
46,381
-85
521
$696K 0.02%
19,659
-64
522
$693K 0.02%
26,364
+345
523
$688K 0.02%
9,372
-3,500
524
$683K 0.02%
258,587
-480
525
$679K 0.02%
44,298
-14,118
19 20
21
22 23