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
376
$3.75M 0.08%
+114,687
377
$3.72M 0.08%
51,447
-64,412
378
$3.72M 0.08%
8,652
+376
379
$3.72M 0.08%
84,283
-6,162
380
$3.71M 0.08%
176,765
+39,994
381
$3.7M 0.08%
15,850
+6,570
382
$3.7M 0.08%
57,955
-4,224
383
$3.69M 0.08%
361,844
+167,424
384
$3.67M 0.08%
13,138
+2,859
385
$3.66M 0.08%
51,478
+2,168
386
$3.62M 0.08%
114,001
+60,719
387
$3.61M 0.08%
83,661
-75,627
388
$3.57M 0.08%
34,530
-2,868
389
$3.56M 0.08%
18,984
+676
390
$3.56M 0.08%
84,146
+10,498
391
$3.56M 0.08%
123,565
+16,258
392
$3.56M 0.08%
1,133,509
-69,306
393
$3.55M 0.08%
+85,756
394
$3.55M 0.08%
113,378
-463
395
$3.52M 0.08%
233,758
+50,744
396
$3.52M 0.08%
570,297
-95,227
397
$3.5M 0.07%
79,479
-5,772
398
$3.5M 0.07%
73,048
-318
399
$3.5M 0.07%
136,581
-36
400
$3.5M 0.07%
35,041
+3,332
14 15
16
17 18