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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14.2M
3
+$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1
+$30.8M
2
+$23.8M
3
+$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.5%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.3M 0.2%
257,958
-9,955
152
$11.3M 0.2%
679,158
+243,934
153
$11.2M 0.2%
545,622
+158,175
154
$11.2M 0.2%
537,403
-6,441
155
$11.2M 0.2%
643,431
+33,130
156
$11.1M 0.2%
272,594
-12,355
157
$11M 0.2%
1,473,397
-10,119
158
$11M 0.2%
+601,829
159
$10.9M 0.2%
1,673,434
+916,934
160
$10.9M 0.2%
97,223
-5,400
161
$10.9M 0.2%
298,719
-9,023
162
$10.9M 0.2%
906,687
+384,241
163
$10.9M 0.2%
122,365
-3,478
164
$10.8M 0.19%
957,101
-28,861
165
$10.7M 0.19%
384,201
+112,100
166
$10.6M 0.19%
455,337
-23,623
167
$10.6M 0.19%
322,422
-11,687
168
$10.6M 0.19%
459,102
+7,333
169
$10.6M 0.19%
426,777
+8,275
170
$10.6M 0.19%
194,479
+73,034
171
$10.5M 0.19%
546,109
-54,016
172
$10.5M 0.19%
149,266
-6,702
173
$10.5M 0.19%
253,550
-49,555
174
$10.4M 0.19%
+549,829
175
$10.4M 0.19%
178,418
-5,202
5 6
7
8 9