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
$4.86B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$22.3M
3
+$22M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$19M
5
LLY icon
Eli Lilly
LLY
+$17.4M

Top Sells

1
+$24.9M
2
+$20.2M
3
+$15.8M
4
VRT icon
Vertiv
VRT
+$12.3M
5
NSA icon
National Storage Affiliates Trust
NSA
+$12.1M

Sector Composition

1 Industrials 20.55%
2 Financials 18.49%
3 Healthcare 14.42%
4 Technology 13.16%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.7M 0.2%
57,491
-4,728
177
$9.7M 0.2%
323,844
-31,919
178
$9.69M 0.2%
132,945
+109,205
179
$9.65M 0.2%
159,150
+36,017
180
$9.59M 0.2%
594,530
-430,739
181
$9.59M 0.2%
236,384
-14,943
182
$9.58M 0.2%
137,578
-57,410
183
$9.56M 0.2%
678,002
-219,365
184
$9.56M 0.2%
80,048
-11,144
185
$9.44M 0.19%
229,439
+7,077
186
$9.44M 0.19%
186,823
-209,761
187
$9.41M 0.19%
437,589
+224,273
188
$9.34M 0.19%
878,247
-145,499
189
$9.34M 0.19%
592,030
-90,901
190
$9.24M 0.19%
75,963
+7,800
191
$9.15M 0.19%
82,010
+77,003
192
$9.14M 0.19%
+446,018
193
$9.09M 0.19%
225,593
-68,928
194
$9.06M 0.19%
181,733
+8,653
195
$8.97M 0.18%
454,013
-20,760
196
$8.95M 0.18%
234,059
-18,148
197
$8.9M 0.18%
109,821
+299
198
$8.89M 0.18%
272,179
-8,555
199
$8.85M 0.18%
+35,421
200
$8.79M 0.18%
89,717
-16,717
6 7
8
9 10