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

Top Buys

1
+$14.4M
2
+$14.2M
3
+$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1
+$30.8M
2
+$23.8M
3
+$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.5%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$492K 0.01%
36,605
702
$484K 0.01%
+50,985
703
$456K 0.01%
276,136
-2,377
704
$433K 0.01%
82,456
-35,593
705
$420K 0.01%
+23,102
706
$416K 0.01%
+49,862
707
$415K 0.01%
66,451
-551
708
$395K 0.01%
+30,000
709
$371K 0.01%
27,096
710
$368K 0.01%
207,925
711
$349K 0.01%
8,676
712
$344K 0.01%
4,225
-1,074
713
$341K 0.01%
11,119
-129,005
714
$340K 0.01%
1,264
715
$307K 0.01%
42,639
-25,000
716
$269K ﹤0.01%
15,205
717
$237K ﹤0.01%
73,261
-582
718
$209K ﹤0.01%
10,178
-2,274
719
$207K ﹤0.01%
+12,997
720
$183K ﹤0.01%
408,583
+9,894
721
$169K ﹤0.01%
74,534
722
$50K ﹤0.01%
+10,029
723
$41K ﹤0.01%
10,340
724
– –
-13,377
725
– –
-34,942
27 28
29
30 31