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
526
$2.84M 0.05%
274,528
-32,927
527
$2.82M 0.05%
89,181
-590
528
$2.8M 0.05%
58,925
-56,058
529
$2.79M 0.05%
+36,381
530
$2.77M 0.05%
132,020
531
$2.77M 0.05%
174,793
+112,259
532
$2.77M 0.05%
79,313
+49,702
533
$2.76M 0.05%
203,584
-1,607
534
$2.76M 0.05%
165,387
+38,985
535
$2.76M 0.05%
417,854
-3,010
536
$2.76M 0.05%
442,638
-205,800
537
$2.74M 0.05%
298,358
+98,358
538
$2.73M 0.05%
114,868
+31,500
539
$2.69M 0.05%
284,469
540
$2.67M 0.05%
210,462
-185,608
541
$2.67M 0.05%
113,856
-947
542
$2.64M 0.05%
122,674
-797
543
$2.61M 0.05%
+114,318
544
$2.57M 0.05%
336,583
-2,575
545
$2.57M 0.05%
127,661
-162,990
546
$2.54M 0.05%
197,736
-1,469
547
$2.54M 0.05%
+145,591
548
$2.51M 0.05%
109,498
-24,578
549
$2.51M 0.05%
304,385
+105,449
550
$2.51M 0.05%
331,540
+98,947
20 21
22
23 24