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
526
$1.9M 0.04%
25,262
-6,750
527
$1.89M 0.04%
+25,707
528
$1.88M 0.04%
644,168
-97,910
529
$1.82M 0.04%
+225,594
530
$1.81M 0.04%
21,392
-3,692
531
$1.81M 0.04%
19,444
-3,318
532
$1.78M 0.04%
+8,705
533
$1.76M 0.04%
239,567
-6,500
534
$1.74M 0.04%
64,477
-64,040
535
$1.74M 0.04%
57,124
+14,875
536
$1.74M 0.04%
109,077
-2,431
537
$1.74M 0.04%
25,483
-1,461
538
$1.73M 0.04%
43,019
+1,058
539
$1.7M 0.04%
+75,618
540
$1.68M 0.04%
211,471
+17,421
541
$1.67M 0.04%
182,318
-4,653
542
$1.65M 0.04%
225,470
+1,656
543
$1.65M 0.04%
503,350
-99,058
544
$1.63M 0.04%
174,865
-4,454
545
$1.6M 0.04%
30,245
-817
546
$1.6M 0.04%
150,936
-3,083
547
$1.6M 0.04%
345,077
-992
548
$1.59M 0.04%
12,128
-7,787
549
$1.58M 0.04%
21,681
-722
550
$1.57M 0.04%
13,820
+9,964
20 21
22
23 24