Kayne Anderson Rudnick Investment Management Portfolio holdings
AUM
$41.9B
1-Year Return
15.28%
This Quarter Return
+13.61%
1 Year Return
+15.28%
3 Year Return
+74.75%
5 Year Return
+124.58%
10 Year Return
+522.55%
AUM
$40B
AUM Growth
+$4.9B
(+14%)
Cap. Flow
+$767M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
18.62%
Holding
994
New
108
Increased
386
Reduced
259
Closed
33
Top Buys
| 1 |
Kadant
KAI
|
+$235M |
| 2 |
UFP Industries
UFPI
|
+$200M |
| 3 |
Endava
DAVA
|
+$152M |
| 4 |
Zurn Elkay Water Solutions
ZWS
|
+$150M |
| 5 |
Novanta
NOVT
|
+$104M |
Top Sells
| 1 |
Pricesmart
PSMT
|
+$129M |
| 2 |
Zebra Technologies
ZBRA
|
+$85.4M |
| 3 |
Paycom
PAYC
|
+$40M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$39.2M |
| 5 |
Dream Finders Homes
DFH
|
+$25.7M |
Sector Composition
| 1 | Industrials | 31.1% |
| 2 | Technology | 21.03% |
| 3 | Financials | 18.75% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Healthcare | 7.28% |
