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
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$9.67M
5
NCNO icon
nCino
NCNO
+$9.65M

Top Sells

1
+$20.2M
2
+$15.8M
3
+$12.5M
4
NDSN icon
Nordson
NDSN
+$12.5M
5
VAC icon
Marriott Vacations Worldwide
VAC
+$12.4M

Sector Composition

1 Financials 20.04%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.16%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.37M 0.1%
+99,751
352
$4.34M 0.1%
93,430
-58,256
353
$4.33M 0.1%
259,643
-82,430
354
$4.33M 0.1%
83,633
+3,821
355
$4.25M 0.09%
373,397
-207,840
356
$4.21M 0.09%
65,741
-4,454
357
$4.2M 0.09%
40,808
-5,989
358
$4.2M 0.09%
+886,007
359
$4.15M 0.09%
24,423
-387
360
$4.01M 0.09%
164,363
-3,991
361
$4.01M 0.09%
16,612
+762
362
$4.01M 0.09%
135,859
-43,938
363
$4M 0.09%
+469,576
364
$3.98M 0.09%
46,688
+265
365
$3.97M 0.09%
128,517
-118,652
366
$3.92M 0.09%
201,884
+30,927
367
$3.86M 0.09%
248,077
+65,604
368
$3.85M 0.09%
40,586
-2,340
369
$3.84M 0.08%
140,042
-167,966
370
$3.84M 0.08%
68,546
-27,268
371
$3.81M 0.08%
828,485
-55,820
372
$3.8M 0.08%
351,653
+174,888
373
$3.78M 0.08%
60,091
-9,483
374
$3.77M 0.08%
263,655
-233,650
375
$3.72M 0.08%
88,732
-22,748
13 14
15
16 17