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
576
$2.21M 0.04%
66,626
-130,073
577
$2.19M 0.04%
30,790
+12,159
578
$2.16M 0.04%
100,821
+51,021
579
$2.14M 0.04%
+126,259
580
$2.13M 0.04%
97,915
581
$2.1M 0.04%
85,998
+4,762
582
$2.1M 0.04%
+57,657
583
$2.04M 0.04%
141,154
584
$2.03M 0.04%
616,170
585
$2.02M 0.04%
+56,065
586
$2.02M 0.04%
161,630
-1,026
587
$2.01M 0.04%
832,273
+60,665
588
$2.01M 0.04%
109,140
+24,138
589
$2M 0.04%
58,945
-425
590
$1.99M 0.04%
+185,000
591
$1.98M 0.04%
398,903
+148,903
592
$1.95M 0.03%
88,604
-698
593
$1.93M 0.03%
98,117
-321
594
$1.92M 0.03%
143,090
-38,306
595
$1.91M 0.03%
96,679
-12,723
596
$1.91M 0.03%
175,719
-1,459
597
$1.88M 0.03%
40,659
+1,743
598
$1.88M 0.03%
47,497
-442
599
$1.87M 0.03%
246,851
600
$1.86M 0.03%
121,855
-872
22 23
24
25 26