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
176
$6.65M 0.2%
267,718
-1,155
177
$6.64M 0.2%
680,475
-25,327
178
$6.61M 0.19%
+96,539
179
$6.6M 0.19%
79,961
-10,128
180
$6.58M 0.19%
79,703
+123
181
$6.55M 0.19%
357,329
+60,081
182
$6.51M 0.19%
19,282
+730
183
$6.49M 0.19%
263,406
-1,558
184
$6.48M 0.19%
280,746
+72,198
185
$6.45M 0.19%
673,626
+9,178
186
$6.43M 0.19%
39,285
-902
187
$6.4M 0.19%
144,795
+25,113
188
$6.4M 0.19%
193,221
-1,584
189
$6.36M 0.19%
270,044
-20,612
190
$6.35M 0.19%
75,672
-713
191
$6.34M 0.19%
29,876
+623
192
$6.3M 0.19%
876,844
+532,287
193
$6.28M 0.18%
82,884
-735
194
$6.21M 0.18%
236,861
-15,908
195
$6.21M 0.18%
102,459
-35,082
196
$6.2M 0.18%
806,691
-1,564
197
$6.18M 0.18%
183,559
-1,330
198
$6.1M 0.18%
70,922
-219
199
$6.09M 0.18%
32,080
-8,316
200
$6.06M 0.18%
97,815
+1,386
6 7
8
9 10