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
176
$8.3M 0.18%
392,087
+145,032
177
$8.29M 0.18%
147,459
+13,600
178
$8.27M 0.18%
72,267
+11,870
179
$8.25M 0.18%
213,548
+66,695
180
$8.2M 0.18%
19,330
-261
181
$8.18M 0.18%
40,681
-10,670
182
$8.16M 0.18%
48,098
-24,913
183
$8.15M 0.18%
270,927
-31,655
184
$8.11M 0.18%
172,463
-5,690
185
$8.08M 0.18%
101,029
+5,620
186
$8.07M 0.18%
33,701
-388
187
$8.07M 0.18%
289,286
+107,766
188
$8M 0.18%
397,153
-39,995
189
$7.98M 0.18%
147,599
+6,167
190
$7.93M 0.18%
80,596
-1,649
191
$7.88M 0.18%
354,977
-3,686
192
$7.88M 0.18%
143,176
-4,188
193
$7.87M 0.17%
35,793
-12,175
194
$7.84M 0.17%
133,958
-7,683
195
$7.84M 0.17%
57,581
-4,470
196
$7.82M 0.17%
1,015,149
-1,070
197
$7.82M 0.17%
287,458
+49,675
198
$7.81M 0.17%
223,278
+61,202
199
$7.79M 0.17%
90,218
+66,107
200
$7.78M 0.17%
+74,569
6 7
8
9 10