KCM

Kennedy Capital Management Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$10.1M
5
NCNO icon
nCino
NCNO
+$9.63M

Top Sells

1
+$20.2M
2
+$17.4M
3
+$13.7M
4
NDSN icon
Nordson
NDSN
+$13.4M
5
HELE icon
Helen of Troy
HELE
+$12.4M

Sector Composition

1 Financials 20.11%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.12%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.17M 0.16%
237,783
-21,993
227
$7.16M 0.16%
482,139
-122,732
228
$7.14M 0.16%
85,742
+7,963
229
$7.04M 0.16%
146,853
-22,006
230
$7.02M 0.15%
385,485
-19,480
231
$6.99M 0.15%
60,397
-5,765
232
$6.99M 0.15%
+188,822
233
$6.98M 0.15%
103,566
+28,830
234
$6.95M 0.15%
154,259
-9,937
235
$6.92M 0.15%
177,720
-75,675
236
$6.91M 0.15%
63,588
-3,630
237
$6.89M 0.15%
652,707
+42,790
238
$6.89M 0.15%
437,583
-175,586
239
$6.88M 0.15%
360,580
-127,752
240
$6.88M 0.15%
533,406
+30,560
241
$6.86M 0.15%
357,231
-24,304
242
$6.85M 0.15%
240,097
-25,891
243
$6.79M 0.15%
437,148
+129,809
244
$6.74M 0.15%
55,611
+677
245
$6.67M 0.15%
45,285
+13,715
246
$6.62M 0.15%
223,573
-99,929
247
$6.61M 0.15%
78,880
+3,591
248
$6.6M 0.15%
262,451
-29,963
249
$6.49M 0.14%
162,076
-92,267
250
$6.48M 0.14%
1,016,219
+13,020
8 9
10
11 12