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
$4.86B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.3M
3
+$22M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$19M
5
LLY icon
Eli Lilly
LLY
+$17.4M

Top Sells

1
+$24.9M
2
+$20.2M
3
+$15.8M
4
VRT icon
Vertiv
VRT
+$12.3M
5
NSA icon
National Storage Affiliates Trust
NSA
+$12.1M

Sector Composition

1 Industrials 20.55%
2 Financials 18.49%
3 Healthcare 14.42%
4 Technology 13.16%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.2M 0.25%
79,975
+5,026
127
$12.1M 0.25%
+221,232
128
$12M 0.25%
140,172
-6,432
129
$12M 0.25%
803,213
-61,791
130
$11.9M 0.25%
297,514
-165,151
131
$11.8M 0.24%
405,729
-68,579
132
$11.8M 0.24%
46,346
-2,047
133
$11.8M 0.24%
292,874
-45,519
134
$11.7M 0.24%
228,845
-46,267
135
$11.7M 0.24%
+20,056
136
$11.6M 0.24%
522,623
-39,262
137
$11.6M 0.24%
58,926
-80,738
138
$11.5M 0.24%
123,768
-28,305
139
$11.5M 0.24%
193,006
-15,418
140
$11.4M 0.24%
88,761
+10,093
141
$11.4M 0.23%
62,506
+61,053
142
$11.4M 0.23%
117,742
+12,618
143
$11.4M 0.23%
132,256
-15,563
144
$11.2M 0.23%
542,524
-101,687
145
$11.2M 0.23%
403,143
+49,275
146
$11.2M 0.23%
286,024
-307,851
147
$11.2M 0.23%
101,273
-34,466
148
$11.1M 0.23%
55,976
-19,451
149
$11M 0.23%
653,147
+7,273
150
$11M 0.23%
110,338
-44,215
4 5
6
7 8