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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$13.9M
4
VSI
Vitamin Shoppe Inc.
VSI
+$13.2M
5
EHC icon
Encompass Health
EHC
+$13.2M

Top Sells

1
+$23.4M
2
+$23.4M
3
+$21.8M
4
EXPR
Express, Inc.
EXPR
+$21.3M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$20.9M

Sector Composition

1 Financials 15.44%
2 Technology 14.48%
3 Industrials 13.11%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.57M 0.03%
398,713
627
$1.56M 0.03%
+96,074
628
$1.55M 0.03%
140,588
-6,467
629
$1.55M 0.03%
+49,878
630
$1.53M 0.03%
+114,032
631
$1.53M 0.03%
51,031
-422
632
$1.51M 0.03%
182,540
-67,145
633
$1.5M 0.03%
49,534
-359
634
$1.49M 0.03%
131,818
-11,207
635
$1.49M 0.03%
9,034
+2,120
636
$1.46M 0.03%
5,095
-10,727
637
$1.45M 0.03%
+476,912
638
$1.44M 0.03%
571,967
-58,368
639
$1.43M 0.03%
70,216
640
$1.42M 0.03%
46,617
+19,151
641
$1.41M 0.03%
+136,688
642
$1.4M 0.03%
61,317
+90
643
$1.39M 0.02%
31,809
-10,718
644
$1.37M 0.02%
+142,434
645
$1.35M 0.02%
+100,000
646
$1.35M 0.02%
208,849
-52,000
647
$1.34M 0.02%
299,429
-2,071
648
$1.34M 0.02%
+83,706
649
$1.32M 0.02%
46,967
-414
650
$1.32M 0.02%
58,429
-100,142
24 25
26
27 28