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
651
$1.29M 0.02%
61,955
-67,514
652
$1.28M 0.02%
446,322
-3,542
653
$1.25M 0.02%
+100,000
654
$1.22M 0.02%
40,290
655
$1.21M 0.02%
110,721
-838
656
$1.2M 0.02%
81,930
-108,070
657
$1.2M 0.02%
+71,495
658
$1.2M 0.02%
248,286
-1,714
659
$1.19M 0.02%
427,382
-72,618
660
$1.13M 0.02%
16,392
-103
661
$1.1M 0.02%
66,645
662
$1.1M 0.02%
62,122
-257
663
$1.09M 0.02%
190,760
+10,050
664
$1.06M 0.02%
+47,167
665
$1.06M 0.02%
242,568
666
$1.06M 0.02%
28,013
-232
667
$1.05M 0.02%
272,432
-1,658
668
$1.05M 0.02%
29,729
-73,319
669
$1.03M 0.02%
+373,970
670
$1.02M 0.02%
38,387
-314
671
$988K 0.02%
35,309
672
$976K 0.02%
36,886
-357
673
$973K 0.02%
99,312
-415,046
674
$905K 0.02%
25,381
-244
675
$904K 0.02%
49,545
-106,272
25 26
27
28 29