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
526
$1.74M 0.04%
4,819
-73
527
$1.74M 0.04%
34,309
+1,914
528
$1.73M 0.04%
95,581
+20,067
529
$1.73M 0.04%
+229,252
530
$1.72M 0.04%
93,796
-644
531
$1.72M 0.04%
47,412
-14,643
532
$1.72M 0.04%
120,168
+31,331
533
$1.69M 0.03%
+12,182
534
$1.68M 0.03%
8,845
+1,787
535
$1.66M 0.03%
116,378
-8,927
536
$1.65M 0.03%
59,642
-915
537
$1.64M 0.03%
46,961
+1,070
538
$1.62M 0.03%
154,362
-1,672
539
$1.62M 0.03%
245,764
-288,411
540
$1.61M 0.03%
96,804
-1,448
541
$1.61M 0.03%
128,915
542
$1.6M 0.03%
14,219
+787
543
$1.57M 0.03%
119,026
-644
544
$1.56M 0.03%
7,023
+394
545
$1.56M 0.03%
80,868
-1,448
546
$1.55M 0.03%
31,444
-9,715
547
$1.55M 0.03%
19,483
+6,136
548
$1.55M 0.03%
19,540
+1,050
549
$1.55M 0.03%
12,577
-12,879
550
$1.53M 0.03%
178,803
-878
20 21
22
23 24