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
551
$1.56M 0.03%
154,512
-8,876
552
$1.56M 0.03%
+9,349
553
$1.54M 0.03%
383,989
+7,091
554
$1.54M 0.03%
+15,840
555
$1.51M 0.03%
22,504
-9,825
556
$1.48M 0.03%
+218,201
557
$1.45M 0.03%
374,863
+29,096
558
$1.44M 0.03%
1,545,387
+17,402
559
$1.43M 0.03%
723,438
-41,495
560
$1.42M 0.03%
45,371
-1,499
561
$1.4M 0.03%
446,850
-5,920
562
$1.38M 0.03%
420,709
+804
563
$1.35M 0.03%
+16,526
564
$1.35M 0.03%
+111,049
565
$1.35M 0.03%
105,687
-2,998
566
$1.33M 0.03%
173,841
-4,449
567
$1.33M 0.03%
136,616
-1,634
568
$1.33M 0.03%
68,861
-1,918
569
$1.31M 0.03%
429,917
-524,819
570
$1.31M 0.03%
111,514
-2,853
571
$1.3M 0.03%
+186,145
572
$1.27M 0.03%
191,090
+15,352
573
$1.27M 0.03%
80,913
-77,321
574
$1.26M 0.03%
68,436
-1,791
575
$1.26M 0.03%
118,151
-3,430
21 22
23
24 25