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

Top Buys

1
+$16.2M
2
+$15.1M
3
+$13.9M
4
VSI
Vitamin Shoppe Inc.
VSI
+$13.2M
5
EHC icon
Encompass Health
EHC
+$13.2M

Top Sells

1
+$23.4M
2
+$23.4M
3
+$21.8M
4
EXPR
Express, Inc.
EXPR
+$21.3M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$20.9M

Sector Composition

1 Financials 15.44%
2 Technology 14.48%
3 Industrials 13.11%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.5M 0.04%
699,944
-4,828
552
$2.5M 0.04%
109,313
-14,657
553
$2.49M 0.04%
+200,000
554
$2.49M 0.04%
26,817
555
$2.47M 0.04%
124,659
+24,659
556
$2.47M 0.04%
54,004
557
$2.46M 0.04%
+147,600
558
$2.45M 0.04%
210,610
+100
559
$2.45M 0.04%
162,753
-1,045
560
$2.42M 0.04%
82,687
-256,506
561
$2.4M 0.04%
347,608
-2,468
562
$2.37M 0.04%
184,885
+165,591
563
$2.37M 0.04%
240,570
-1,706
564
$2.36M 0.04%
125,536
-1,016
565
$2.35M 0.04%
106,336
-3,041
566
$2.34M 0.04%
99,147
-108,096
567
$2.34M 0.04%
99,083
+39,729
568
$2.33M 0.04%
+89,515
569
$2.31M 0.04%
79,541
+16,687
570
$2.31M 0.04%
141,632
571
$2.29M 0.04%
148,972
-1,028
572
$2.28M 0.04%
+169,802
573
$2.27M 0.04%
302,581
-1,053
574
$2.24M 0.04%
108,142
+32,878
575
$2.23M 0.04%
309,823
-181,734
21 22
23
24 25