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
301
$5.3M 0.11%
4,146
-487
302
$5.29M 0.11%
1,599,673
+281,518
303
$5.29M 0.11%
290,036
+60,786
304
$5.18M 0.11%
542,128
-2,347
305
$5.17M 0.11%
16,478
+3,588
306
$5.15M 0.11%
+44,756
307
$5.11M 0.11%
30,065
-8,093
308
$5.11M 0.11%
216,176
+25,727
309
$5.05M 0.11%
70,195
+10,623
310
$5.03M 0.11%
+313,315
311
$4.99M 0.11%
190,306
+166,679
312
$4.98M 0.11%
138,855
-25,888
313
$4.94M 0.11%
31,570
-3,696
314
$4.92M 0.11%
45,002
-3,229
315
$4.91M 0.11%
124,548
-6,530
316
$4.91M 0.11%
223,462
-15,655
317
$4.9M 0.1%
272,071
-21,194
318
$4.88M 0.1%
337,535
+214,320
319
$4.88M 0.1%
164,476
+81,480
320
$4.88M 0.1%
338,136
-296,235
321
$4.87M 0.1%
34,296
+1,428
322
$4.86M 0.1%
463,778
+69
323
$4.85M 0.1%
307,339
+295,730
324
$4.84M 0.1%
10,891
+4,513
325
$4.84M 0.1%
109,654
+47,238
11 12
13
14 15