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
$5.57B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14.2M
3
+$13.8M
4
EHC icon
Encompass Health
EHC
+$13.6M
5
HURN icon
Huron Consulting
HURN
+$13.2M

Top Sells

1
+$30.8M
2
+$23.8M
3
+$23.4M
4
LXU icon
LSB Industries
LXU
+$22.5M
5
EXPR
Express, Inc.
EXPR
+$21.3M

Sector Composition

1 Financials 15.44%
2 Technology 14.45%
3 Industrials 13.03%
4 Consumer Discretionary 11.28%
5 Real Estate 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 0.77%
918,798
-26,619
2
$36.4M 0.65%
1,716,430
+272,400
3
$36M 0.65%
2,926,704
-87,230
4
$34.3M 0.62%
650,749
-86,632
5
$33.7M 0.61%
1,874,838
-62,433
6
$33.3M 0.6%
893,009
-28,574
7
$32.8M 0.59%
385,381
+21,485
8
$32.8M 0.59%
1,144,715
-50,634
9
$32.6M 0.59%
2,484,821
+91,870
10
$32.2M 0.58%
516,933
-47,087
11
$31.6M 0.57%
574,787
+25,308
12
$31.4M 0.56%
277,731
-51,277
13
$30.8M 0.55%
316,098
-53,231
14
$30.8M 0.55%
1,200,071
+154,167
15
$30.4M 0.55%
3,637
+220
16
$30.1M 0.54%
468,720
+223,570
17
$29.4M 0.53%
1,591,641
+565,874
18
$28.8M 0.52%
466,814
-14,244
19
$28.7M 0.52%
892,936
+150,157
20
$28.6M 0.51%
779,395
+370,546
21
$28.5M 0.51%
893,429
+103,195
22
$28.1M 0.51%
1,149,813
-121,368
23
$28M 0.5%
779,962
-28,247
24
$27.8M 0.5%
1,178,960
+430,242
25
$27.2M 0.49%
373,639
-5,029
1
2 3 4 5