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
76
$14.1M 0.31%
66,152
-2,232
77
$14.1M 0.31%
138,318
-14,530
78
$14M 0.31%
91,823
-27,187
79
$13.9M 0.31%
72,767
-9,269
80
$13.8M 0.31%
717,342
+135,462
81
$13.7M 0.3%
352,621
-74,653
82
$13.6M 0.3%
87,561
-14,004
83
$13.4M 0.3%
754,393
-14,109
84
$13.4M 0.3%
1,891,000
+565,445
85
$13.2M 0.29%
62,088
-12,216
86
$13.2M 0.29%
285,708
+24,068
87
$13.2M 0.29%
512,292
-94,250
88
$13.1M 0.29%
24,723
-542
89
$13.1M 0.29%
43,566
-17,642
90
$13M 0.29%
141,994
+12,301
91
$13M 0.29%
315,458
-109,534
92
$12.9M 0.29%
492,260
-28,631
93
$12.9M 0.29%
386,123
-1,833
94
$12.8M 0.28%
321,782
-58,936
95
$12.7M 0.28%
40,944
+1,063
96
$12.6M 0.28%
190,156
+144,934
97
$12.6M 0.28%
402,073
-33,793
98
$12.5M 0.28%
286,777
-95,281
99
$12.4M 0.28%
321,526
+54,493
100
$12.3M 0.27%
300,730
-24,700
2 3
4
5 6