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
601
$908K 0.02%
24,696
-1,009
602
$868K 0.02%
+269,674
603
$825K 0.02%
+14,389
604
$819K 0.02%
52,522
-809
605
$817K 0.02%
95,069
-9,840
606
$808K 0.02%
79,686
-581
607
$805K 0.02%
8,554
-104,910
608
$786K 0.02%
77,868
609
$783K 0.02%
8,573
-5,823
610
$770K 0.02%
75,456
+22,788
611
$769K 0.02%
+37,154
612
$760K 0.02%
+45,292
613
$756K 0.02%
184,473
+14,920
614
$753K 0.02%
88,335
-2,427
615
$752K 0.02%
15,584
-34,278
616
$741K 0.02%
443,504
+388,051
617
$695K 0.02%
185,739
-54,319
618
$682K 0.02%
+4,214
619
$681K 0.02%
12,713
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620
$672K 0.01%
4,395
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621
$672K 0.01%
528,836
-11,299
622
$651K 0.01%
+8,525
623
$630K 0.01%
155,595
-68,315
624
$626K 0.01%
52,908
+9,801
625
$617K 0.01%
6,159
-353
23 24
25
26 27