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

Top Buys

1
+$14.4M
2
+$14.2M
3
+$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1
+$30.8M
2
+$23.8M
3
+$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.5%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.23M 0.04%
309,823
-181,734
577
$2.21M 0.04%
66,626
-130,073
578
$2.19M 0.04%
30,790
+12,159
579
$2.16M 0.04%
100,821
+51,021
580
$2.14M 0.04%
+126,259
581
$2.13M 0.04%
97,915
582
$2.1M 0.04%
85,998
+4,762
583
$2.1M 0.04%
+57,657
584
$2.04M 0.04%
141,154
585
$2.03M 0.04%
616,170
586
$2.02M 0.04%
+56,065
587
$2.02M 0.04%
161,630
-1,026
588
$2.01M 0.04%
832,273
+60,665
589
$2.01M 0.04%
109,140
+24,138
590
$2M 0.04%
58,945
-425
591
$1.99M 0.04%
+185,000
592
$1.98M 0.04%
398,903
+148,903
593
$1.95M 0.03%
88,604
-698
594
$1.93M 0.03%
98,117
-321
595
$1.92M 0.03%
143,090
-38,306
596
$1.91M 0.03%
96,679
-12,723
597
$1.91M 0.03%
175,719
-1,459
598
$1.88M 0.03%
40,659
+1,743
599
$1.88M 0.03%
47,497
-442
600
$1.87M 0.03%
246,851
22 23
24
25 26