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
551
$1.53M 0.03%
190,560
-2,743
552
$1.53M 0.03%
+53,736
553
$1.52M 0.03%
370,806
-28,564
554
$1.51M 0.03%
+3,819
555
$1.5M 0.03%
25,403
-377
556
$1.48M 0.03%
78,199
+88
557
$1.47M 0.03%
71,462
+29,206
558
$1.47M 0.03%
45,620
-165,440
559
$1.46M 0.03%
123,771
-1,856
560
$1.45M 0.03%
58,616
-846
561
$1.45M 0.03%
72,046
-1,067
562
$1.44M 0.03%
1,873,773
-11,152
563
$1.44M 0.03%
84,234
-75,778
564
$1.43M 0.03%
+107,454
565
$1.41M 0.03%
33,586
-28,586
566
$1.4M 0.03%
+119,917
567
$1.39M 0.03%
35,022
-14,976
568
$1.39M 0.03%
96,831
+1,980
569
$1.37M 0.03%
110,633
-1,642
570
$1.36M 0.03%
321,523
-4,762
571
$1.34M 0.03%
153,007
+183
572
$1.34M 0.03%
36,000
-532
573
$1.34M 0.03%
26,713
-8,622
574
$1.34M 0.03%
31,419
-481
575
$1.34M 0.03%
19,321
-8,046
21 22
23
24 25