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
326
$4.82M 0.1%
431,133
+185,369
327
$4.77M 0.1%
95,257
-11,468
328
$4.72M 0.1%
161,289
+24,163
329
$4.66M 0.1%
321,984
+23,024
330
$4.64M 0.1%
302,950
-12,602
331
$4.62M 0.1%
37,325
-4,432
332
$4.59M 0.1%
283,906
+1,231
333
$4.57M 0.1%
229,837
+19,586
334
$4.55M 0.1%
95,814
-10,844
335
$4.54M 0.1%
151,124
+58,495
336
$4.54M 0.1%
36,498
-2,686
337
$4.53M 0.1%
46,797
+1,896
338
$4.51M 0.1%
10,229
-1,217
339
$4.5M 0.1%
17,163
-2,040
340
$4.48M 0.1%
914,648
+139,950
341
$4.47M 0.1%
+68,707
342
$4.45M 0.1%
159,179
+15,318
343
$4.42M 0.09%
394,795
-1,687
344
$4.39M 0.09%
342,073
-18,109
345
$4.36M 0.09%
278,030
-98,508
346
$4.34M 0.09%
11,253
+5,421
347
$4.34M 0.09%
405,412
-79,559
348
$4.28M 0.09%
43,123
-5,121
349
$4.27M 0.09%
168,354
-3,988
350
$4.24M 0.09%
+301,043
12 13
14
15 16