KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
+$17.7M
2
+$11.6M
3
+$10.2M
4
KMPR icon
Kemper
KMPR
+$9.63M
5
ESAB icon
ESAB
ESAB
+$8.78M

Top Sells

1
+$19.3M
2
+$16.6M
3
+$13.4M
4
PHAT icon
Phathom Pharmaceuticals
PHAT
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11.1M

Sector Composition

1 Financials 20.96%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.25M 0.03%
189,148
-5,392
577
$1.23M 0.03%
162,269
+1,691
578
$1.19M 0.03%
182,572
-287
579
$1.18M 0.03%
5,237
-9
580
$1.17M 0.03%
+60,494
581
$1.15M 0.03%
9,929
-339
582
$1.15M 0.03%
215,585
-196,963
583
$1.14M 0.03%
31,411
+2,534
584
$1.13M 0.03%
36,312
+13,733
585
$1.11M 0.02%
43,488
+6,309
586
$1.11M 0.02%
16,058
+2,696
587
$1.1M 0.02%
21,178
-1,215
588
$1.09M 0.02%
94,853
-21,752
589
$1.06M 0.02%
138,591
-16,844
590
$1.06M 0.02%
64,274
+5,396
591
$1.06M 0.02%
221,321
-4,875
592
$1.06M 0.02%
178,629
-185,753
593
$1.05M 0.02%
10,010
-1,512
594
$1.03M 0.02%
10,542
-63,899
595
$1.02M 0.02%
3,931
-20,648
596
$987K 0.02%
11,761
-675
597
$968K 0.02%
27,165
-36,644
598
$955K 0.02%
+35,000
599
$928K 0.02%
433,793
-223,243
600
$924K 0.02%
80,153
+6,601
22 23
24
25 26