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
201
$6.03M 0.18%
+406,700
202
$5.95M 0.18%
227,295
-2,466
203
$5.93M 0.17%
481,758
-174,965
204
$5.92M 0.17%
443,654
+7,826
205
$5.88M 0.17%
33,008
+29,080
206
$5.87M 0.17%
99,270
+4,219
207
$5.84M 0.17%
174,711
-170,172
208
$5.82M 0.17%
352,699
+165,879
209
$5.72M 0.17%
87,372
+1,703
210
$5.69M 0.17%
161,339
-1,267
211
$5.69M 0.17%
848,667
-6,249
212
$5.61M 0.17%
70,160
-404
213
$5.6M 0.16%
326,626
+1,028
214
$5.59M 0.16%
63,135
+25,612
215
$5.54M 0.16%
212,287
-16,779
216
$5.46M 0.16%
174,939
-3,690
217
$5.45M 0.16%
32,372
-308
218
$5.43M 0.16%
99,410
+19,470
219
$5.42M 0.16%
557,418
-246,729
220
$5.42M 0.16%
104,249
+59,930
221
$5.42M 0.16%
251,708
+66,708
222
$5.37M 0.16%
293,325
-12,065
223
$5.34M 0.16%
6,262
+4,206
224
$5.33M 0.16%
297,044
-532
225
$5.33M 0.16%
702,930
+117,580
7 8
9
10 11