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
701
$99.9K ﹤0.01%
+16,457
702
$64.2K ﹤0.01%
+17,131
703
$60.8K ﹤0.01%
222,314
-132,849
704
$53.6K ﹤0.01%
10,106
-53,118
705
– –
-4,864
706
– –
-25,023
707
– –
-304,650
708
– –
-12,709
709
– –
-295,840
710
– –
-10,422
711
– –
-50,688
712
– –
-260,829
713
– –
-60,544
714
– –
-226,712
715
– –
-15,548
716
– –
-19,666
717
– –
-14,475
718
– –
-44,929
719
– –
-34,438
720
– –
-18,216
721
– –
-114,927
722
– –
-22,584
723
– –
-84,346
724
– –
-25,876
725
– –
-111,791
27 28
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