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
201
$7.72M 0.17%
113,001
-39,493
202
$7.67M 0.17%
403,129
+258,958
203
$7.67M 0.17%
83,013
+16,603
204
$7.64M 0.17%
45,332
-21,597
205
$7.62M 0.17%
1,159,463
-236,903
206
$7.55M 0.17%
45,534
-331
207
$7.55M 0.17%
205,639
+26,023
208
$7.5M 0.17%
61,164
-432
209
$7.48M 0.17%
142,515
-39,564
210
$7.46M 0.17%
+952,827
211
$7.46M 0.17%
93,125
-1,884
212
$7.45M 0.17%
+425,024
213
$7.44M 0.17%
14,132
-605
214
$7.42M 0.16%
523,784
-23,427
215
$7.41M 0.16%
515,551
-44,760
216
$7.38M 0.16%
638,415
-14,292
217
$7.36M 0.16%
575,930
-152,873
218
$7.33M 0.16%
1,468,519
-412,559
219
$7.3M 0.16%
76,777
+15,230
220
$7.29M 0.16%
227,642
-46,317
221
$7.26M 0.16%
5,729
-245
222
$7.25M 0.16%
234,209
-9,312
223
$7.23M 0.16%
224,220
-1,625
224
$7.23M 0.16%
55,616
-735
225
$7.18M 0.16%
127,295
-47,181
7 8
9
10 11