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
151
$9.2M 0.2%
29,984
-368
152
$9.17M 0.2%
117,309
-4,265
153
$9.13M 0.2%
171,048
-34,832
154
$8.99M 0.2%
505,271
-518
155
$8.93M 0.2%
215,544
-30,097
156
$8.92M 0.2%
75,774
-3,822
157
$8.89M 0.2%
51,571
-2,206
158
$8.89M 0.2%
99,515
+20,635
159
$8.89M 0.2%
347,887
+27,011
160
$8.87M 0.2%
136,822
-8,502
161
$8.8M 0.2%
95,273
-1,771
162
$8.78M 0.2%
+73,216
163
$8.73M 0.19%
90,230
-3,733
164
$8.72M 0.19%
83,996
-1,114
165
$8.71M 0.19%
243,619
-86,106
166
$8.63M 0.19%
127,896
+15,100
167
$8.63M 0.19%
15,068
-629
168
$8.61M 0.19%
146,260
-1,049
169
$8.58M 0.19%
76,171
-569
170
$8.5M 0.19%
35,465
-1,854
171
$8.44M 0.19%
9,215
-395
172
$8.41M 0.19%
228,838
-10,899
173
$8.4M 0.19%
11,930
-416
174
$8.36M 0.19%
51,047
-2,013
175
$8.36M 0.19%
53,399
-8,733
5 6
7
8 9