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
126
$8.48M 0.25%
321,661
-3,881
127
$8.46M 0.25%
208,381
-4,589
128
$8.44M 0.25%
246,848
-1,212
129
$8.41M 0.25%
455,507
-3,664
130
$8.36M 0.25%
180,568
-1,636
131
$8.36M 0.25%
261,465
+3,774
132
$8.34M 0.25%
97,287
+22,256
133
$8.25M 0.24%
278,745
+191
134
$8.19M 0.24%
638,910
+604,563
135
$8.19M 0.24%
324,131
-126,284
136
$8.14M 0.24%
66,812
-653
137
$8.13M 0.24%
1,195,607
+457,729
138
$8.13M 0.24%
+578,750
139
$8.01M 0.24%
53,402
+9,878
140
$8.01M 0.24%
1,008,318
+12,201
141
$7.97M 0.23%
2,214,548
+447,913
142
$7.97M 0.23%
407,336
-39,895
143
$7.97M 0.23%
322,904
-2,630
144
$7.89M 0.23%
180,184
+126,392
145
$7.8M 0.23%
62,025
+1,323
146
$7.8M 0.23%
200,073
+31,540
147
$7.79M 0.23%
291,371
-2,345
148
$7.75M 0.23%
148,704
-6,456
149
$7.74M 0.23%
161,649
+128,706
150
$7.7M 0.23%
108,542
+1,660
4 5
6
7 8