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
626
$597K 0.01%
+41,817
627
$591K 0.01%
141,625
+12,023
628
$535K 0.01%
3,381
+627
629
$505K 0.01%
21,170
+1,707
630
$480K 0.01%
38,208
+26,365
631
$480K 0.01%
5,747
+1,065
632
$476K 0.01%
17,609
-57,248
633
$460K 0.01%
8,740
634
$444K 0.01%
2,372
-1,594
635
$410K 0.01%
5,240
+640
636
$398K 0.01%
4,564
+748
637
$396K 0.01%
33,409
-45,719
638
$373K 0.01%
+5,500
639
$361K 0.01%
1,535
-944
640
$359K 0.01%
32,593
+2,606
641
$326K 0.01%
63,050
-553,720
642
$325K 0.01%
+15,449
643
$302K 0.01%
6,423
+1,172
644
$295K 0.01%
+1,794
645
$270K 0.01%
102,995
+14,373
646
$253K 0.01%
74,435
-333,846
647
$234K 0.01%
+12,168
648
$234K 0.01%
+688
649
$231K 0.01%
42,325
-53,786
650
$226K 0.01%
13,418
-81,131
24 25
26
27 28