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
1
$51.4M 1.14%
382,762
-37,780
2
$48.1M 1.07%
191,934
-6,659
3
$44.6M 0.99%
105,842
-6,857
4
$40.1M 0.89%
377,731
-181,997
5
$37.2M 0.83%
754,637
+151,159
6
$36.5M 0.81%
441,773
-9,960
7
$36M 0.8%
574,084
+51,428
8
$33.7M 0.75%
1,636,474
+26,143
9
$31.9M 0.71%
41,351
+6,011
10
$31M 0.69%
204,329
-11,584
11
$30M 0.67%
1,059,383
-36,262
12
$29.6M 0.66%
58,546
+6,672
13
$29M 0.64%
291,033
-4,974
14
$28M 0.62%
879,547
-9,945
15
$26.3M 0.59%
211,228
-89,034
16
$25.9M 0.58%
549,056
-283,391
17
$25.4M 0.56%
299,456
+83,331
18
$24.7M 0.55%
129,625
-27,608
19
$24.5M 0.54%
231,094
+4,896
20
$23.4M 0.52%
265,762
-31,724
21
$23.4M 0.52%
39,976
-970
22
$23.4M 0.52%
1,469,767
-57,924
23
$23.1M 0.51%
227,534
+5,803
24
$23M 0.51%
752,580
+172,648
25
$22.9M 0.51%
120,929
-5,120
1
2 3 4 5