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
101
$10.6M 0.31%
273,096
-2,151
102
$10.5M 0.31%
165,079
-17,174
103
$10.5M 0.31%
434,364
-8,328
104
$9.86M 0.29%
256,412
-1,707
105
$9.6M 0.28%
463,943
+340
106
$9.38M 0.28%
42,919
-304
107
$9.32M 0.27%
152,794
+4,153
108
$9.31M 0.27%
114,974
-12,252
109
$9.25M 0.27%
228,493
+32,512
110
$9.19M 0.27%
244,300
-1,956
111
$9.09M 0.27%
696,484
+111,294
112
$9.02M 0.27%
651,681
-13,861
113
$8.9M 0.26%
101,680
-908
114
$8.88M 0.26%
188,292
+3,132
115
$8.84M 0.26%
187,582
+7,453
116
$8.78M 0.26%
220,896
-1,548
117
$8.75M 0.26%
765,243
+116,172
118
$8.74M 0.26%
152,801
-16,136
119
$8.68M 0.26%
44,111
+5,603
120
$8.62M 0.25%
703,296
-51,838
121
$8.59M 0.25%
130,727
-978
122
$8.59M 0.25%
388,817
+23,194
123
$8.59M 0.25%
133,456
-51,296
124
$8.56M 0.25%
1,302,580
+84,221
125
$8.48M 0.25%
120,355
-62,784
3 4
5
6 7