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
101
$12.2M 0.27%
130,038
-1,427
102
$12.2M 0.27%
377,332
-44,596
103
$12M 0.27%
63,933
-2,133
104
$11.9M 0.27%
485,721
+236,346
105
$11.9M 0.26%
236,611
-14,044
106
$11.8M 0.26%
627,283
-18,265
107
$11.8M 0.26%
116,532
+15,855
108
$11.7M 0.26%
348,533
+43,582
109
$11.7M 0.26%
63,151
-17,256
110
$11.6M 0.26%
24,111
-603
111
$11.6M 0.26%
298,563
+5,657
112
$11.5M 0.26%
65,070
-2,106
113
$11.5M 0.26%
63,630
-8,595
114
$11.4M 0.25%
393,309
-11,787
115
$11.4M 0.25%
123,816
+927
116
$11.4M 0.25%
303,729
-9,377
117
$11.3M 0.25%
54,199
-1,606
118
$11.3M 0.25%
73,065
-16,254
119
$11.3M 0.25%
49,349
-2,817
120
$11.3M 0.25%
418,770
-20,097
121
$11.1M 0.25%
1,056,934
+468,757
122
$10.9M 0.24%
87,805
+24,217
123
$10.9M 0.24%
46,826
-8,859
124
$10.8M 0.24%
197,668
+24,572
125
$10.8M 0.24%
235,518
+6,115
3 4
5
6 7