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
51
$19M 0.39%
+1,036,063
52
$18.8M 0.39%
433,177
+7,260
53
$18.8M 0.39%
292,386
-17,207
54
$18.5M 0.38%
290,955
+69,223
55
$18M 0.37%
357,079
+9,655
56
$17.9M 0.37%
1,420,105
-110,689
57
$17.8M 0.37%
1,545,889
-88,710
58
$17.6M 0.36%
458,088
-77,093
59
$17.4M 0.36%
1,160,730
-73,031
60
$17.4M 0.36%
+22,344
61
$17.2M 0.35%
136,291
-2,340
62
$17.2M 0.35%
306,705
-4,976
63
$17.2M 0.35%
489,916
-35,325
64
$17.1M 0.35%
96,107
-5,401
65
$17.1M 0.35%
530,838
+246,287
66
$17.1M 0.35%
62,347
+5,977
67
$17M 0.35%
220,906
+92,386
68
$17M 0.35%
768,163
+13,830
69
$16.9M 0.35%
26,395
+3,640
70
$16.9M 0.35%
1,061,704
+533,802
71
$16.8M 0.35%
276,581
-11,009
72
$16.8M 0.34%
1,558,740
-832,146
73
$16.3M 0.34%
946,246
-420,757
74
$16.3M 0.33%
921,328
-62,450
75
$16.2M 0.33%
33,350
+19,328
1 2
3
4 5