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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$14.2M
3 +$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1 +$30.8M
2 +$23.8M
3 +$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.45%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-44,130
777
-60,868
778
-370,021
779
-171,166
780
-1,202,038
781
-152,106
782
-716,950
783
-196,692
784
-71,092
785
-304,665
786
-545,428