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
$4.68B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$9.87M
4
LLY icon
Eli Lilly
LLY
+$8.75M
5
UTI icon
Universal Technical Institute
UTI
+$8.41M

Top Sells

1
+$15.6M
2
+$14.7M
3
+$11.4M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.67%
3 Healthcare 16.15%
4 Technology 13.33%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.2M 0.13%
247,169
-27,767
252
$6.2M 0.13%
38,640
-4,540
253
$6.16M 0.13%
183,800
-16,450
254
$6.15M 0.13%
774,942
+126,231
255
$6.13M 0.13%
82,655
-27,683
256
$6.11M 0.13%
44,437
-4,401
257
$6.11M 0.13%
70,379
+10,675
258
$6.09M 0.13%
268,091
-1,114
259
$6.07M 0.13%
162,452
-8,993
260
$6.07M 0.13%
82,469
-6,053
261
$6.04M 0.13%
265,988
-17,980
262
$6.02M 0.13%
110,635
-12,455
263
$5.94M 0.13%
37,911
-2,762
264
$5.9M 0.13%
10,891
+4,510
265
$5.89M 0.13%
102,899
+15,594
266
$5.88M 0.13%
189,184
-21,260
267
$5.88M 0.13%
669,140
-130,057
268
$5.84M 0.12%
309,155
-367,636
269
$5.82M 0.12%
203,715
-4,162
270
$5.8M 0.12%
75,289
+31,187
271
$5.78M 0.12%
+244,373
272
$5.77M 0.12%
1,199,247
-41,045
273
$5.76M 0.12%
199,564
-867
274
$5.76M 0.12%
203,323
+98,247
275
$5.75M 0.12%
259,819
-15,750
9 10
11
12 13