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
276
$5.75M 0.12%
259,819
-15,750
277
$5.74M 0.12%
65,104
-4,796
278
$5.67M 0.12%
6,672
-795
279
$5.67M 0.12%
93,128
-9,566
280
$5.65M 0.12%
212,354
+144,651
281
$5.65M 0.12%
412,856
-265,146
282
$5.64M 0.12%
77,779
+30,157
283
$5.62M 0.12%
52,201
+12,427
284
$5.62M 0.12%
11,991
+3,680
285
$5.61M 0.12%
112,950
-12,596
286
$5.54M 0.12%
251,069
+80,112
287
$5.54M 0.12%
62,742
-250
288
$5.53M 0.12%
462,913
-1,851
289
$5.52M 0.12%
122,232
+15,240
290
$5.52M 0.12%
22,852
+3,436
291
$5.51M 0.12%
54,934
292
$5.42M 0.12%
16,390
+6,576
293
$5.42M 0.12%
1,003,199
+309,473
294
$5.4M 0.12%
248,343
-84,187
295
$5.36M 0.11%
189,632
+42,792
296
$5.34M 0.11%
603,952
-274,295
297
$5.34M 0.11%
264,047
+11,875
298
$5.33M 0.11%
114,200
-32,482
299
$5.32M 0.11%
190,660
-826
300
$5.32M 0.11%
57,104
+8,561
10 11
12
13 14