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
251
$6.27M 0.13%
101,919
+15,436
252
$6.2M 0.13%
247,169
-27,767
253
$6.2M 0.13%
38,640
-4,540
254
$6.16M 0.13%
183,800
-16,450
255
$6.15M 0.13%
774,942
+126,231
256
$6.13M 0.13%
82,655
-27,683
257
$6.11M 0.13%
44,437
-4,401
258
$6.11M 0.13%
70,379
+10,675
259
$6.09M 0.13%
268,091
-1,114
260
$6.07M 0.13%
162,452
-8,993
261
$6.07M 0.13%
82,469
-6,053
262
$6.04M 0.13%
265,988
-17,980
263
$6.02M 0.13%
110,635
-12,455
264
$5.94M 0.13%
37,911
-2,762
265
$5.9M 0.13%
10,891
+4,510
266
$5.89M 0.13%
102,899
+15,594
267
$5.88M 0.13%
189,184
-21,260
268
$5.88M 0.13%
669,140
-130,057
269
$5.84M 0.12%
309,155
-367,636
270
$5.82M 0.12%
203,715
-4,162
271
$5.8M 0.12%
75,289
+31,187
272
$5.78M 0.12%
+244,373
273
$5.77M 0.12%
171,321
-5,864
274
$5.76M 0.12%
199,564
-867
275
$5.76M 0.12%
203,323
+98,247
9 10
11
12 13