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
$3.4B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$14.9M
3
+$11.8M
4
EGP icon
EastGroup Properties
EGP
+$9.26M
5
EHAB icon
Enhabit
EHAB
+$8.13M

Top Sells

1
+$15.7M
2
+$10.6M
3
+$10.4M
4
EVH icon
Evolent Health
EVH
+$9.31M
5
UFPI icon
UFP Industries
UFPI
+$9.13M

Sector Composition

1 Financials 23.16%
2 Industrials 16.83%
3 Healthcare 11.63%
4 Technology 11.1%
5 Real Estate 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.7M 0.43%
754,433
-2,328
52
$14.7M 0.43%
432,985
+6,755
53
$14.6M 0.43%
344,533
-8,722
54
$14.6M 0.43%
460,195
+11,241
55
$14.6M 0.43%
330,671
-9,094
56
$14M 0.41%
128,101
+4,111
57
$13.7M 0.4%
270,292
-20,174
58
$13.7M 0.4%
441,912
-34,356
59
$13.7M 0.4%
195,044
+79,752
60
$13.6M 0.4%
617,450
-47,662
61
$13.5M 0.4%
412,321
-3,902
62
$13.5M 0.4%
92,642
+7,883
63
$13.2M 0.39%
678,016
-2,240
64
$13.1M 0.39%
2,713,548
+751,420
65
$13.1M 0.38%
678,458
+202,904
66
$13.1M 0.38%
352,316
+175,842
67
$13M 0.38%
430,320
-9,462
68
$12.9M 0.38%
223,410
-130,226
69
$12.9M 0.38%
470,061
-236,993
70
$12.9M 0.38%
726,886
-5,255
71
$12.8M 0.38%
937,642
-223,484
72
$12.8M 0.38%
978,535
-72,890
73
$12.7M 0.37%
770,871
+70,214
74
$12.6M 0.37%
465,233
-5,216
75
$12.5M 0.37%
487,865
+47,945
1 2
3
4 5