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
501
$2.13M 0.05%
13,094
+2,491
502
$2.13M 0.05%
37,074
+4,508
503
$2.13M 0.05%
63,395
-40,868
504
$2.13M 0.05%
264,323
-185,450
505
$2.1M 0.05%
15,090
-4,108
506
$2.09M 0.05%
39,455
-2,264
507
$2.09M 0.05%
214,537
-49,098
508
$2.09M 0.05%
13,486
-706
509
$2.08M 0.05%
54,708
-1,578
510
$2.06M 0.05%
8,138
-64
511
$2.06M 0.05%
140,499
+1,361
512
$2.05M 0.05%
139,953
-3,627
513
$2.05M 0.05%
46,959
-26,757
514
$2.05M 0.05%
385,181
-22,093
515
$2.04M 0.05%
28,556
+23,556
516
$2.02M 0.04%
+23,514
517
$2.01M 0.04%
249,360
+19,004
518
$2.01M 0.04%
909,475
-33,792
519
$2M 0.04%
29,017
-226
520
$1.99M 0.04%
+144,250
521
$1.99M 0.04%
915,460
+106,121
522
$1.98M 0.04%
26,759
-4,533
523
$1.96M 0.04%
105,512
-139,997
524
$1.94M 0.04%
403,596
-243,024
525
$1.93M 0.04%
+50,192
19 20
21
22 23