KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.9M
3
+$9.22M
4
NOG icon
Northern Oil and Gas
NOG
+$8.53M
5
UTI icon
Universal Technical Institute
UTI
+$8M

Top Sells

1
+$14.7M
2
+$13.3M
3
+$11.2M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.62%
3 Healthcare 16.37%
4 Technology 13.36%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.98M 0.15%
308,008
+46,730
227
$6.96M 0.15%
330,496
-256,889
228
$6.92M 0.15%
22,769
-1,704
229
$6.91M 0.15%
224,783
-100,096
230
$6.91M 0.15%
195,473
-1,638
231
$6.89M 0.15%
66,162
+4,931
232
$6.88M 0.15%
360,070
+63,071
233
$6.85M 0.15%
88,963
+13,502
234
$6.85M 0.15%
85,693
-4,024
235
$6.8M 0.15%
440,637
-505,609
236
$6.79M 0.15%
65,785
+6,223
237
$6.77M 0.14%
488,391
+16,454
238
$6.77M 0.14%
433,274
+267,989
239
$6.75M 0.14%
264,120
-9,080
240
$6.72M 0.14%
453,575
-50,568
241
$6.72M 0.14%
292,414
-33,086
242
$6.71M 0.14%
111,480
-9,442
243
$6.62M 0.14%
67,218
+9,116
244
$6.6M 0.14%
130,669
-8,937
245
$6.59M 0.14%
55,109
-24,939
246
$6.47M 0.14%
164,196
+19,004
247
$6.46M 0.14%
87,236
+12,133
248
$6.34M 0.14%
104,797
-27,406
249
$6.34M 0.14%
208,325
-30,333
250
$6.3M 0.13%
404,965
+24,490
8 9
10
11 12