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
276
$5.74M 0.12%
65,104
-4,796
277
$5.67M 0.12%
6,672
-795
278
$5.67M 0.12%
93,128
-9,566
279
$5.65M 0.12%
212,354
+144,651
280
$5.65M 0.12%
412,856
-265,146
281
$5.64M 0.12%
77,779
+30,157
282
$5.62M 0.12%
52,201
+12,427
283
$5.62M 0.12%
11,991
+3,680
284
$5.61M 0.12%
112,950
-12,596
285
$5.54M 0.12%
251,069
+80,112
286
$5.54M 0.12%
62,742
-250
287
$5.53M 0.12%
462,913
-1,851
288
$5.52M 0.12%
122,232
+15,240
289
$5.52M 0.12%
22,852
+3,436
290
$5.51M 0.12%
54,934
291
$5.42M 0.12%
16,390
+6,576
292
$5.42M 0.12%
1,003,199
+309,473
293
$5.4M 0.12%
248,343
-84,187
294
$5.36M 0.11%
189,632
+42,792
295
$5.34M 0.11%
603,952
-274,295
296
$5.34M 0.11%
264,047
+11,875
297
$5.33M 0.11%
114,200
-32,482
298
$5.32M 0.11%
190,660
-826
299
$5.32M 0.11%
57,104
+8,561
300
$5.3M 0.11%
4,146
-487
10 11
12
13 14