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
376
$3.72M 0.08%
51,447
-64,412
377
$3.72M 0.08%
8,652
+376
378
$3.72M 0.08%
84,283
-6,162
379
$3.71M 0.08%
176,765
+39,994
380
$3.7M 0.08%
15,850
+6,570
381
$3.7M 0.08%
57,955
-4,224
382
$3.69M 0.08%
361,844
+167,424
383
$3.67M 0.08%
13,138
+2,859
384
$3.66M 0.08%
51,478
+2,168
385
$3.62M 0.08%
114,001
+60,719
386
$3.61M 0.08%
83,661
-75,627
387
$3.57M 0.08%
34,530
-2,868
388
$3.56M 0.08%
18,984
+676
389
$3.56M 0.08%
84,146
+10,498
390
$3.56M 0.08%
123,565
+16,258
391
$3.56M 0.08%
1,133,509
-69,306
392
$3.55M 0.08%
+85,756
393
$3.55M 0.08%
113,378
-463
394
$3.52M 0.08%
233,758
+50,744
395
$3.52M 0.08%
570,297
-95,227
396
$3.5M 0.07%
79,479
-5,772
397
$3.5M 0.07%
73,048
-318
398
$3.5M 0.07%
136,581
-36
399
$3.5M 0.07%
35,041
+3,332
400
$3.49M 0.07%
124,014
-45,207
14 15
16
17 18