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
551
$1.56M 0.03%
+9,349
552
$1.54M 0.03%
383,989
+7,091
553
$1.54M 0.03%
+15,840
554
$1.51M 0.03%
22,504
-9,825
555
$1.48M 0.03%
+218,201
556
$1.45M 0.03%
374,863
+29,096
557
$1.44M 0.03%
1,545,387
+17,402
558
$1.43M 0.03%
723,438
-41,495
559
$1.42M 0.03%
45,371
-1,499
560
$1.4M 0.03%
446,850
-5,920
561
$1.38M 0.03%
420,709
+804
562
$1.35M 0.03%
+16,526
563
$1.35M 0.03%
+111,049
564
$1.35M 0.03%
105,687
-2,998
565
$1.33M 0.03%
173,841
-4,449
566
$1.33M 0.03%
136,616
-1,634
567
$1.33M 0.03%
68,861
-1,918
568
$1.31M 0.03%
429,917
-524,819
569
$1.31M 0.03%
111,514
-2,853
570
$1.3M 0.03%
+186,145
571
$1.27M 0.03%
191,090
+15,352
572
$1.27M 0.03%
80,913
-77,321
573
$1.26M 0.03%
68,436
-1,791
574
$1.26M 0.03%
118,151
-3,430
575
$1.25M 0.03%
189,148
-5,392
21 22
23
24 25