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
601
$59K ﹤0.01%
13,928
602
$55K ﹤0.01%
10,040
603
$51K ﹤0.01%
548
-1
604
– –
-1,664
605
– –
-29,436
606
– –
-12,396
607
– –
-29,047
608
– –
-66,965
609
– –
-83,117
610
– –
-25,285
611
– –
-243,732
612
– –
-129,776
613
– –
-28,769
614
– –
-325,359
615
– –
-68,966
616
– –
-244,938
617
– –
-38,925
618
– –
-18,538
619
– –
-35,524
620
– –
-1,456
621
– –
-56,859
622
– –
-58,403
623
– –
-168,224
624
– –
-114,437
625
– –
-192,008
22 23 24
25
26