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

Top Buys

1
+$18.6M
2
+$17.3M
3
+$14.1M
4
EGP icon
EastGroup Properties
EGP
+$10.5M
5
EHAB icon
Enhabit
EHAB
+$9.38M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$10.4M
4
UFPI icon
UFP Industries
UFPI
+$10.1M
5
APA icon
APA Corp
APA
+$9.3M

Sector Composition

1 Financials 23.16%
2 Industrials 16.83%
3 Healthcare 11.63%
4 Technology 11.2%
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
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604
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605
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-29,047
606
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-66,965
607
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608
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609
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-243,732
610
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-1,664
611
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612
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-12,396
613
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-129,776
614
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-28,769
615
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616
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-68,966
617
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618
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-38,925
619
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620
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-35,524
621
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622
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-56,859
623
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624
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-168,224
625
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-192,008
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