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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14.2M
3
+$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1
+$30.8M
2
+$23.8M
3
+$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.5%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.51M 0.05%
331,540
+98,947
552
$2.5M 0.04%
699,944
-4,828
553
$2.5M 0.04%
109,313
-14,657
554
$2.49M 0.04%
+200,000
555
$2.49M 0.04%
26,817
556
$2.47M 0.04%
124,659
+24,659
557
$2.47M 0.04%
54,004
558
$2.46M 0.04%
+147,600
559
$2.45M 0.04%
210,610
+100
560
$2.45M 0.04%
162,753
-1,045
561
$2.42M 0.04%
82,687
-256,506
562
$2.4M 0.04%
347,608
-2,468
563
$2.37M 0.04%
184,885
+165,591
564
$2.37M 0.04%
240,570
-1,706
565
$2.36M 0.04%
125,536
-1,016
566
$2.35M 0.04%
106,336
-3,041
567
$2.34M 0.04%
99,147
-108,096
568
$2.34M 0.04%
99,083
+39,729
569
$2.33M 0.04%
+89,515
570
$2.31M 0.04%
79,541
+16,687
571
$2.31M 0.04%
141,632
572
$2.29M 0.04%
148,972
-1,028
573
$2.28M 0.04%
+169,802
574
$2.27M 0.04%
302,581
-1,053
575
$2.24M 0.04%
108,142
+32,878
21 22
23
24 25