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
351
$4.24M 0.09%
+301,043
352
$4.23M 0.09%
46,013
-22,990
353
$4.22M 0.09%
241,774
+253
354
$4.21M 0.09%
61,387
+21,167
355
$4.17M 0.09%
19,013
-1,392
356
$4.16M 0.09%
179,797
-67,171
357
$4.15M 0.09%
581,237
-15,852
358
$4.13M 0.09%
165,154
+24,523
359
$4.12M 0.09%
497,305
+34,092
360
$4.09M 0.09%
24,810
361
$4.07M 0.09%
33,711
+24,449
362
$4.06M 0.09%
74,736
+11,314
363
$3.98M 0.09%
69,574
-5,055
364
$3.93M 0.08%
884,305
+366,599
365
$3.92M 0.08%
28,480
-4,756
366
$3.91M 0.08%
37,662
+15,615
367
$3.91M 0.08%
51,872
-6,160
368
$3.91M 0.08%
107,975
+9,534
369
$3.9M 0.08%
126,049
-108,010
370
$3.9M 0.08%
270,536
+54,504
371
$3.88M 0.08%
459,938
-245,693
372
$3.86M 0.08%
27,642
-2,952
373
$3.84M 0.08%
32,313
+9,554
374
$3.76M 0.08%
76,181
+11,401
375
$3.76M 0.08%
105,921
+59,635
13 14
15
16 17