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
276
$5.78M 0.13%
71,203
-11,266
277
$5.78M 0.13%
153,806
-52,609
278
$5.78M 0.13%
585,175
-347,519
279
$5.76M 0.13%
535,127
-7,001
280
$5.72M 0.13%
470,029
+6,251
281
$5.62M 0.12%
98,201
+2,944
282
$5.61M 0.12%
11,413
+522
283
$5.6M 0.12%
192,345
-52,028
284
$5.6M 0.12%
144,544
-50,929
285
$5.57M 0.12%
66,410
+5,023
286
$5.56M 0.12%
197,298
-2,266
287
$5.55M 0.12%
125,256
+708
288
$5.53M 0.12%
208,717
+5,394
289
$5.51M 0.12%
53,485
-3,619
290
$5.5M 0.12%
151,039
-10,250
291
$5.48M 0.12%
42,103
-45,845
292
$5.46M 0.12%
50,089
+4,494
293
$5.46M 0.12%
+88,789
294
$5.44M 0.12%
211,812
-36,531
295
$5.43M 0.12%
398,318
+164,560
296
$5.42M 0.12%
111,435
+1,781
297
$5.41M 0.12%
332,890
-108,685
298
$5.4M 0.12%
482,452
-25,420
299
$5.39M 0.12%
73,132
-89,563
300
$5.38M 0.12%
186,539
-4,121
10 11
12
13 14