Kayne Anderson Rudnick Investment Management Portfolio holdings
AUM
$41.9B
1-Year Return
15.28%
This Quarter Return
-1.78%
1 Year Return
+15.28%
3 Year Return
+74.75%
5 Year Return
+124.58%
10 Year Return
+522.55%
AUM
$35.1B
AUM Growth
-$535M
(-1.5%)
Cap. Flow
+$512M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
18.86%
Holding
909
New
26
Increased
182
Reduced
272
Closed
21
Top Buys
| 1 |
UFP Industries
UFPI
|
+$140M |
| 2 |
Zurn Elkay Water Solutions
ZWS
|
+$120M |
| 3 |
Kadant
KAI
|
+$111M |
| 4 |
Rollins
ROL
|
+$100M |
| 5 |
Teledyne Technologies
TDY
|
+$79.1M |
Top Sells
| 1 |
Interactive Brokers
IBKR
|
+$104M |
| 2 |
Grocery Outlet
GO
|
+$89.2M |
| 3 |
INVX
Innovex International, Inc.
INVX
|
+$42.6M |
| 4 |
Old Dominion Freight Line
ODFL
|
+$31.6M |
| 5 |
West Pharmaceutical
WST
|
+$26.7M |
Sector Composition
| 1 | Industrials | 30.14% |
| 2 | Technology | 20.97% |
| 3 | Financials | 19.57% |
| 4 | Consumer Discretionary | 11.14% |
| 5 | Healthcare | 7.43% |
