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
$4.29B
AUM Growth
+$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.1M
4
NSIT icon
Insight Enterprises
NSIT
+$12.1M
5
MGNI icon
Magnite
MGNI
+$11.1M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$8.45M
4
CADE
Cadence Bank
CADE
+$8.06M
5
ZD icon
Ziff Davis
ZD
+$7.24M

Sector Composition

1 Industrials 21.41%
2 Financials 18.28%
3 Technology 12.45%
4 Healthcare 11.93%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.25M 0.15%
144,016
-215
252
$6.17M 0.14%
98,225
+3,569
253
$6.17M 0.14%
227,772
+17,965
254
$6.14M 0.14%
214,980
+29,058
255
$6.13M 0.14%
117,423
+11,120
256
$6.12M 0.14%
+37,278
257
$6.12M 0.14%
253,504
+2,316
258
$6.12M 0.14%
376,358
-517
259
$6.11M 0.14%
100,907
+38,608
260
$6.03M 0.14%
37,268
+11,104
261
$6.02M 0.14%
55,456
-2,180
262
$6M 0.14%
+184,609
263
$5.88M 0.14%
605,775
+11,783
264
$5.87M 0.14%
+191,713
265
$5.83M 0.14%
541,922
-43,020
266
$5.82M 0.14%
210,476
+24,014
267
$5.8M 0.14%
491,696
-1,057
268
$5.73M 0.13%
48,189
-2,052
269
$5.72M 0.13%
288,127
+3,933
270
$5.69M 0.13%
67,984
+42,938
271
$5.61M 0.13%
190,780
-36,504
272
$5.61M 0.13%
65,687
+30,938
273
$5.59M 0.13%
300,650
+24,897
274
$5.52M 0.13%
210,325
+46,592
275
$5.49M 0.13%
35,718
-1,367
9 10
11
12 13