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
76
$12.4M 0.37%
128,961
+29,734
77
$12.4M 0.36%
977,087
+52,294
78
$12.3M 0.36%
319,080
-25,734
79
$12.3M 0.36%
625,024
-40,269
80
$12.3M 0.36%
653,249
+24,143
81
$12.1M 0.36%
719,068
-612
82
$12M 0.35%
240,504
-2,107
83
$11.9M 0.35%
742,891
+266,109
84
$11.9M 0.35%
1,053,291
+8,019
85
$11.8M 0.35%
+228,272
86
$11.6M 0.34%
338,228
-9,631
87
$11.4M 0.34%
69,320
+24,345
88
$11.4M 0.34%
224,878
+34,480
89
$11.4M 0.34%
611,277
-4,825
90
$11.1M 0.33%
105,981
-1,257
91
$11M 0.32%
414,469
-82,792
92
$11M 0.32%
342,450
+180,376
93
$10.9M 0.32%
151,093
+47,706
94
$10.9M 0.32%
451,515
+1,462
95
$10.8M 0.32%
100,825
+505
96
$10.7M 0.32%
499,736
+1,082
97
$10.7M 0.31%
135,730
-843
98
$10.7M 0.31%
163,727
-1,315
99
$10.6M 0.31%
156,009
-1,270
100
$10.6M 0.31%
199,686
-35,798
2 3
4
5 6