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
126
$10.7M 0.24%
420,374
-5,984
127
$10.6M 0.24%
568,897
+172,856
128
$10.6M 0.24%
311,794
-1,401
129
$10.5M 0.23%
183,571
-5,364
130
$10.4M 0.23%
214,945
-18,487
131
$10.3M 0.23%
73,527
-2,134
132
$10.3M 0.23%
176,950
-1,288
133
$10.3M 0.23%
186,275
-2,532
134
$10.2M 0.23%
241,748
+444
135
$10.2M 0.23%
+350,162
136
$10.2M 0.23%
81,233
-1,107
137
$10.2M 0.23%
458,769
+84,557
138
$10.1M 0.22%
542,669
+9,263
139
$9.92M 0.22%
194,787
-56,043
140
$9.84M 0.22%
74,606
+8,700
141
$9.84M 0.22%
194,405
-14,251
142
$9.83M 0.22%
254,372
-94,528
143
$9.63M 0.21%
267,355
+142,321
144
$9.6M 0.21%
333,640
+119,277
145
$9.56M 0.21%
100,509
+25,916
146
$9.51M 0.21%
23,615
+10,084
147
$9.38M 0.21%
69,857
-21,158
148
$9.3M 0.21%
17,892
-689
149
$9.29M 0.21%
27,240
-827
150
$9.24M 0.21%
425,699
-100,125
4 5
6
7 8