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
251
$6.47M 0.14%
74,579
+5,872
252
$6.45M 0.14%
149,814
+27,582
253
$6.45M 0.14%
441,190
-21,723
254
$6.43M 0.14%
463,311
-131,104
255
$6.4M 0.14%
214,363
-10,420
256
$6.37M 0.14%
249,375
-14,745
257
$6.29M 0.14%
13,531
+1,540
258
$6.29M 0.14%
243,521
+39,283
259
$6.28M 0.14%
80,395
-6,841
260
$6.27M 0.14%
56,351
-8,903
261
$6.27M 0.14%
+74,055
262
$6.22M 0.14%
95,441
-6,478
263
$6.18M 0.14%
82,245
+38,266
264
$6.13M 0.14%
1,282,763
+83,516
265
$6.06M 0.13%
227,023
-45,048
266
$5.99M 0.13%
27,671
-10,240
267
$5.98M 0.13%
62,130
+19,007
268
$5.96M 0.13%
367,849
-120,542
269
$5.94M 0.13%
17,147
+757
270
$5.94M 0.13%
11,422
+531
271
$5.91M 0.13%
261,067
-2,980
272
$5.89M 0.13%
21,400
-1,452
273
$5.88M 0.13%
558,119
-111,021
274
$5.81M 0.13%
181,520
-8,235
275
$5.8M 0.13%
110,405
+26,259
9 10
11
12 13