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
$4.5B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.9M
3
+$10.6M
4
KMPR icon
Kemper
KMPR
+$9.56M
5
ESAB icon
ESAB
ESAB
+$8.84M

Top Sells

1
+$19.5M
2
+$17.6M
3
+$13.2M
4
B
Barnes Group Inc.
B
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11M

Sector Composition

1 Financials 20.81%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.76%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.23M 0.03%
162,269
+1,691
577
$1.19M 0.03%
182,572
-287
578
$1.18M 0.03%
5,237
-9
579
$1.17M 0.03%
+60,494
580
$1.15M 0.03%
9,929
-339
581
$1.15M 0.03%
215,585
-196,963
582
$1.14M 0.03%
31,411
+2,534
583
$1.13M 0.03%
36,312
+13,733
584
$1.11M 0.02%
43,488
+6,309
585
$1.11M 0.02%
16,058
+2,696
586
$1.1M 0.02%
21,178
-1,215
587
$1.09M 0.02%
94,853
-21,752
588
$1.06M 0.02%
138,591
-16,844
589
$1.06M 0.02%
64,274
+5,396
590
$1.06M 0.02%
221,321
-4,875
591
$1.06M 0.02%
178,629
-185,753
592
$1.05M 0.02%
10,010
-1,512
593
$1.03M 0.02%
10,542
-63,899
594
$1.02M 0.02%
3,931
-20,648
595
$987K 0.02%
11,761
-675
596
$968K 0.02%
27,165
-36,644
597
$955K 0.02%
+35,000
598
$928K 0.02%
433,793
-223,243
599
$924K 0.02%
80,153
+6,601
600
$908K 0.02%
19,219
22 23
24
25 26