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
626
$656K 0.01%
21,966
627
$644K 0.01%
24,851
+886
628
$625K 0.01%
120,134
+48,111
629
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$602K 0.01%
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631
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+16,003
632
$574K 0.01%
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633
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634
$557K 0.01%
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635
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61,759
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636
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23,627
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637
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638
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62,626
639
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2,901
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640
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22,759
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644
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42,970
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96,472
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648
$434K 0.01%
39,631
+2,377
649
$394K 0.01%
+161,534
650
$377K 0.01%
+31,596
24 25
26
27 28