KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
+$17.7M
2
+$11.6M
3
+$10.2M
4
KMPR icon
Kemper
KMPR
+$9.63M
5
ESAB icon
ESAB
ESAB
+$8.78M

Top Sells

1
+$19.3M
2
+$16.6M
3
+$13.4M
4
PHAT icon
Phathom Pharmaceuticals
PHAT
+$13.2M
5
WTFC icon
Wintrust Financial
WTFC
+$11.1M

Sector Composition

1 Financials 20.96%
2 Industrials 18.47%
3 Healthcare 17.49%
4 Technology 13.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-102,477
702
– –
-400,180
703
– –
-18,594
704
– –
-40,761
705
– –
-152,228
706
– –
-3,323
707
– –
-16,259
708
– –
-2,820
709
– –
-66,125
710
– –
-3,082
711
– –
-25,344
712
– –
-21,628
713
– –
-200,217
714
– –
-25,356
715
– –
-35,366
716
– –
-97,377
717
– –
-78,740
718
– –
-728,490
719
– –
-2,099
720
– –
-31,270
721
– –
-13,658
722
– –
-40,415
723
– –
-7,300
724
– –
-6,768
725
– –
-19,074
26 27 28
29
30