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
601
$1.02M 0.02%
53,417
-920
602
$1.02M 0.02%
116,543
+10,645
603
$1.01M 0.02%
11,688
-247
604
$988K 0.02%
+133,214
605
$971K 0.02%
54,485
-834
606
$957K 0.02%
+2,675
607
$941K 0.02%
+4,060
608
$914K 0.02%
+13,488
609
$905K 0.02%
82,806
+2,947
610
$901K 0.02%
31,817
-47,541
611
$883K 0.02%
+5,220
612
$875K 0.02%
22,832
+5,177
613
$866K 0.02%
79,196
-6,196
614
$862K 0.02%
33,212
615
$843K 0.02%
97,277
-7,268
616
$818K 0.02%
71,752
617
$796K 0.02%
38,210
+1,361
618
$778K 0.02%
145,735
+5,160
619
$747K 0.02%
638,407
-5,619
620
$736K 0.02%
385,522
-576,580
621
$710K 0.01%
45,842
622
$705K 0.01%
+2,900
623
$663K 0.01%
+62,233
624
$660K 0.01%
13,054
-194
625
$658K 0.01%
9,523
-699
23 24
25
26 27