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
526
$675K 0.02%
7,843
+1
527
$659K 0.02%
18,338
+242
528
$655K 0.02%
+40,695
529
$650K 0.02%
21,721
+930
530
$650K 0.02%
8,002
+65
531
$649K 0.02%
4,293
+55
532
$612K 0.02%
+35,354
533
$595K 0.02%
25,978
-1,112
534
$574K 0.02%
24,060
+315
535
$570K 0.02%
87,421
-158
536
$560K 0.02%
+28,880
537
$556K 0.02%
2,578
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538
$548K 0.02%
78,460
-144
539
$543K 0.02%
2,955
-1,515
540
$519K 0.02%
6,888
541
$513K 0.02%
35,666
+8,686
542
$512K 0.02%
20,654
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543
$508K 0.02%
3,511
+784
544
$508K 0.02%
80,105
-77,995
545
$504K 0.01%
25,652
-203
546
$503K 0.01%
16,303
+214
547
$500K 0.01%
28,630
-200,447
548
$498K 0.01%
49,709
-93
549
$490K 0.01%
60,280
-112
550
$488K 0.01%
13,279
-9,989
20 21
22
23 24