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
301
$5.29M 0.11%
1,599,673
+281,518
302
$5.29M 0.11%
290,036
+60,786
303
$5.18M 0.11%
542,128
-2,347
304
$5.17M 0.11%
16,478
+3,588
305
$5.15M 0.11%
+44,756
306
$5.11M 0.11%
30,065
-8,093
307
$5.11M 0.11%
216,176
+25,727
308
$5.05M 0.11%
70,195
+10,623
309
$5.03M 0.11%
+313,315
310
$4.99M 0.11%
190,306
+166,679
311
$4.98M 0.11%
138,855
-25,888
312
$4.94M 0.11%
31,570
-3,696
313
$4.92M 0.11%
45,002
-3,229
314
$4.91M 0.11%
124,548
-6,530
315
$4.91M 0.11%
223,462
-15,655
316
$4.9M 0.1%
272,071
-21,194
317
$4.88M 0.1%
337,535
+214,320
318
$4.88M 0.1%
164,476
+81,480
319
$4.88M 0.1%
338,136
-296,235
320
$4.87M 0.1%
34,296
+1,428
321
$4.86M 0.1%
463,778
+69
322
$4.85M 0.1%
307,339
+295,730
323
$4.84M 0.1%
10,891
+4,513
324
$4.84M 0.1%
109,654
+47,238
325
$4.83M 0.1%
59,513
-14,976
11 12
13
14 15