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
$4.86B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.3M
3
+$22M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$19M
5
LLY icon
Eli Lilly
LLY
+$17.4M

Top Sells

1
+$24.9M
2
+$20.2M
3
+$15.8M
4
VRT icon
Vertiv
VRT
+$12.3M
5
NSA icon
National Storage Affiliates Trust
NSA
+$12.1M

Sector Composition

1 Industrials 20.55%
2 Financials 18.49%
3 Healthcare 14.42%
4 Technology 13.16%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.32M 0.03%
79,702
-79,135
577
$1.32M 0.03%
113,004
-1,549
578
$1.31M 0.03%
181,408
-2,609
579
$1.3M 0.03%
14,992
-213
580
$1.3M 0.03%
88,260
-72,751
581
$1.28M 0.03%
145,677
-402,782
582
$1.25M 0.03%
78,640
+2,798
583
$1.24M 0.03%
14,201
584
$1.22M 0.03%
92,348
-1,331
585
$1.19M 0.02%
53,006
-810
586
$1.18M 0.02%
141,385
-9,339
587
$1.16M 0.02%
9,262
-50,210
588
$1.14M 0.02%
11,617
-3,589
589
$1.14M 0.02%
41,364
-3,241
590
$1.14M 0.02%
51,649
-58,803
591
$1.14M 0.02%
+91,616
592
$1.13M 0.02%
208,682
-16,057
593
$1.13M 0.02%
198,030
-2,941
594
$1.13M 0.02%
436,506
+49,265
595
$1.12M 0.02%
20,475
-406
596
$1.12M 0.02%
190,236
+154,002
597
$1.1M 0.02%
219,754
-3,246
598
$1.05M 0.02%
31,220
-464
599
$1.03M 0.02%
71,203
-266
600
$1.03M 0.02%
79,596
+3,571
22 23
24
25 26