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
$4.5B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.9M
3
+$10.6M
4
KMPR icon
Kemper
KMPR
+$9.56M
5
ESAB icon
ESAB
ESAB
+$8.84M

Top Sells

1
+$19.5M
2
+$17.6M
3
+$13.2M
4
B
Barnes Group Inc.
B
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11M

Sector Composition

1 Financials 20.81%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.76%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.89M 0.04%
+25,707
527
$1.88M 0.04%
644,168
-97,910
528
$1.82M 0.04%
+225,594
529
$1.81M 0.04%
21,392
-3,692
530
$1.81M 0.04%
19,444
-3,318
531
$1.78M 0.04%
+8,705
532
$1.76M 0.04%
239,567
-6,500
533
$1.74M 0.04%
64,477
-64,040
534
$1.74M 0.04%
57,124
+14,875
535
$1.74M 0.04%
109,077
-2,431
536
$1.74M 0.04%
25,483
-1,461
537
$1.73M 0.04%
43,019
+1,058
538
$1.7M 0.04%
+75,618
539
$1.68M 0.04%
211,471
+17,421
540
$1.67M 0.04%
182,318
-4,653
541
$1.65M 0.04%
225,470
+1,656
542
$1.65M 0.04%
503,350
-99,058
543
$1.63M 0.04%
174,865
-4,454
544
$1.6M 0.04%
30,245
-817
545
$1.6M 0.04%
150,936
-3,083
546
$1.6M 0.04%
345,077
-992
547
$1.59M 0.04%
12,128
-7,787
548
$1.58M 0.04%
21,681
-722
549
$1.57M 0.04%
13,820
+9,964
550
$1.56M 0.03%
154,512
-8,876
20 21
22
23 24