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
$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
1
$36M 1.06%
256,352
-297
2
$34.4M 1.01%
852,897
-32,751
3
$27.7M 0.82%
339,850
+14,875
4
$27.5M 0.81%
465,236
-4,189
5
$26.5M 0.78%
510,508
-5,665
6
$26.4M 0.78%
277,112
-1,889
7
$25.5M 0.75%
690,433
-5,259
8
$25.5M 0.75%
645,773
+43,762
9
$25.4M 0.75%
310,127
-2,895
10
$25M 0.74%
601,679
+40,352
11
$24.7M 0.73%
322,709
-2,951
12
$23.3M 0.68%
618,337
-218,656
13
$22.7M 0.67%
609,354
-5,360
14
$22.2M 0.65%
988,100
+802,530
15
$22M 0.65%
145,845
+14,867
16
$21.9M 0.65%
593,580
-33,380
17
$21.5M 0.63%
847,575
-7,252
18
$21.5M 0.63%
500,628
+35,966
19
$21.2M 0.62%
359,444
-2,676
20
$20.9M 0.61%
144,716
+64,124
21
$20.9M 0.61%
113,261
+24,242
22
$20.8M 0.61%
1,208,043
-6,264
23
$20.1M 0.59%
595,119
-4,421
24
$19.7M 0.58%
324,191
+2,570
25
$19.4M 0.57%
1,005,465
-45,891
1
2 3 4 5