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
651
$370K 0.01%
71,781
+27,713
652
$358K 0.01%
+63,101
653
$357K 0.01%
7,300
654
$357K 0.01%
38,857
+1,383
655
$348K 0.01%
22,219
-3,096
656
$343K 0.01%
38,202
+1,359
657
$316K 0.01%
+98,613
658
$310K 0.01%
5,483
659
$307K 0.01%
9,379
+333
660
$304K 0.01%
5,104
661
$292K 0.01%
55,748
-18,061
662
$292K 0.01%
+3,190
663
$287K 0.01%
1,062
664
$276K 0.01%
+26,196
665
$274K 0.01%
40,960
+1,457
666
$274K 0.01%
21,628
667
$271K 0.01%
1,354
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668
$270K 0.01%
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669
$267K 0.01%
+9,859
670
$265K 0.01%
45,597
671
$259K 0.01%
+5,715
672
$258K 0.01%
+3,770
673
$253K 0.01%
2,099
+6
674
$243K 0.01%
37,728
+1,342
675
$232K ﹤0.01%
+1,807
25 26
27
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