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
501
$2.02M 0.04%
11,601
+640
502
$1.99M 0.04%
24,246
-7,490
503
$1.99M 0.04%
11,396
+7,997
504
$1.99M 0.04%
+145,734
505
$1.99M 0.04%
416,454
-8,474
506
$1.99M 0.04%
250,744
-2,020
507
$1.98M 0.04%
123,215
-42,442
508
$1.92M 0.04%
96,086
+53,650
509
$1.9M 0.04%
93,895
-1,395
510
$1.88M 0.04%
549,081
-72,302
511
$1.88M 0.04%
+136,828
512
$1.88M 0.04%
52,372
-27,782
513
$1.85M 0.04%
53,282
+3,138
514
$1.84M 0.04%
36,707
+853
515
$1.84M 0.04%
+13,922
516
$1.83M 0.04%
14,265
-1,195
517
$1.82M 0.04%
26,875
-8,236
518
$1.8M 0.04%
136,089
-28,660
519
$1.8M 0.04%
+114,323
520
$1.79M 0.04%
108,538
-1,643
521
$1.79M 0.04%
80,532
-75,731
522
$1.77M 0.04%
194,420
-2,036
523
$1.76M 0.04%
146,348
-842
524
$1.75M 0.04%
258,669
+11,628
525
$1.75M 0.04%
46,286
-3,636
19 20
21
22 23