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
$3.4B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$14.9M
3
+$11.8M
4
EGP icon
EastGroup Properties
EGP
+$9.26M
5
EHAB icon
Enhabit
EHAB
+$8.13M

Top Sells

1
+$15.7M
2
+$10.6M
3
+$10.4M
4
EVH icon
Evolent Health
EVH
+$9.31M
5
UFPI icon
UFP Industries
UFPI
+$9.13M

Sector Composition

1 Financials 23.16%
2 Industrials 16.83%
3 Healthcare 11.63%
4 Technology 11.1%
5 Real Estate 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$300K 0.01%
2,197
577
$281K 0.01%
28,988
+17,860
578
$280K 0.01%
24,273
+126
579
$277K 0.01%
3,806
580
$273K 0.01%
+61,458
581
$272K 0.01%
2,439
582
$260K 0.01%
4,359
583
$258K 0.01%
1,243
584
$254K 0.01%
21,886
-1,156
585
$251K 0.01%
12,181
+5,258
586
$245K 0.01%
1,186
587
$237K 0.01%
+104,504
588
$232K 0.01%
2,478
-21
589
$217K 0.01%
120,408
-223
590
$212K 0.01%
3,182
-169
591
$208K 0.01%
5,976
592
$205K 0.01%
+4,088
593
$203K 0.01%
+52,092
594
$199K 0.01%
12,218
-98
595
$197K 0.01%
13,832
596
$169K 0.01%
149,649
-244
597
$129K ﹤0.01%
+11,485
598
$117K ﹤0.01%
17,715
599
$98K ﹤0.01%
14,816
600
$67K ﹤0.01%
18,534
22 23
24
25 26