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
601
$908K 0.02%
19,219
602
$908K 0.02%
24,696
-1,009
603
$868K 0.02%
+269,674
604
$825K 0.02%
+14,389
605
$819K 0.02%
52,522
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$817K 0.02%
95,069
-9,840
607
$808K 0.02%
79,686
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608
$805K 0.02%
8,554
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609
$786K 0.02%
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610
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8,573
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612
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613
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614
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184,473
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615
$753K 0.02%
88,335
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616
$752K 0.02%
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$741K 0.02%
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619
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620
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$672K 0.01%
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-11,299
623
$651K 0.01%
+8,525
624
$630K 0.01%
155,595
-68,315
625
$626K 0.01%
52,908
+9,801
23 24
25
26 27