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
151
$7.67M 0.23%
142,384
-73,632
152
$7.61M 0.22%
448,656
-1,000
153
$7.54M 0.22%
107,264
-5,473
154
$7.53M 0.22%
252,164
+222,225
155
$7.51M 0.22%
463,143
-2,705
156
$7.51M 0.22%
183,028
+56,130
157
$7.42M 0.22%
220,563
-2,178
158
$7.38M 0.22%
42,325
+596
159
$7.36M 0.22%
+172,897
160
$7.21M 0.21%
272,368
+13,430
161
$7.13M 0.21%
72,058
-684
162
$7.12M 0.21%
283,078
-2,238
163
$7.06M 0.21%
154,846
+7,032
164
$7.04M 0.21%
242,187
-237,676
165
$7.03M 0.21%
693,076
-83,831
166
$7.02M 0.21%
143,424
-1,545
167
$7M 0.21%
24,960
+300
168
$6.96M 0.2%
1,137,142
+126,368
169
$6.84M 0.2%
751,354
-355,928
170
$6.83M 0.2%
25,278
+461
171
$6.8M 0.2%
213,662
+824
172
$6.77M 0.2%
377,657
+302,657
173
$6.74M 0.2%
180,821
+5,616
174
$6.73M 0.2%
136,653
-1,087
175
$6.68M 0.2%
116,335
-2,339
5 6
7
8 9