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
51
$16.9M 0.38%
144,021
-21,718
52
$16.8M 0.37%
1,767,310
+99,326
53
$16.5M 0.37%
219,363
-11,590
54
$16.3M 0.36%
601,276
+207,376
55
$16.3M 0.36%
44,128
+1,334
56
$16.2M 0.36%
206,523
-10,350
57
$16.1M 0.36%
346,103
-12,344
58
$15.9M 0.35%
1,216,859
+163,184
59
$15.8M 0.35%
367,008
-103,608
60
$15.7M 0.35%
484,606
-109,721
61
$15.6M 0.35%
184,105
-19,485
62
$15.3M 0.34%
87,216
+3,927
63
$14.9M 0.33%
132,037
-21,569
64
$14.8M 0.33%
180,388
-4,298
65
$14.7M 0.33%
111,019
-42,412
66
$14.7M 0.33%
612,606
-112,420
67
$14.5M 0.32%
127,168
-14,442
68
$14.5M 0.32%
53,719
-1,668
69
$14.5M 0.32%
145,312
+24,039
70
$14.4M 0.32%
150,207
-8,516
71
$14.4M 0.32%
965,801
-53,226
72
$14.4M 0.32%
272,667
-26,941
73
$14.3M 0.32%
32,080
+139
74
$14.3M 0.32%
192,518
+39,472
75
$14.1M 0.31%
386,128
-14,005
1 2
3
4 5