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
376
$3.66M 0.08%
+57,408
377
$3.65M 0.08%
137,274
+693
378
$3.65M 0.08%
114,025
+8,104
379
$3.64M 0.08%
110,881
-1,505
380
$3.64M 0.08%
89,372
-18,603
381
$3.63M 0.08%
147,190
-65,164
382
$3.62M 0.08%
284,080
-10,329
383
$3.62M 0.08%
122,460
-1,554
384
$3.62M 0.08%
115,334
385
$3.62M 0.08%
+375,986
386
$3.6M 0.08%
38,034
-21,479
387
$3.6M 0.08%
22,952
-4,690
388
$3.57M 0.08%
31,019
+2,539
389
$3.57M 0.08%
45,104
-6,374
390
$3.53M 0.08%
73,716
+67,298
391
$3.52M 0.08%
44,275
-76,119
392
$3.48M 0.08%
45,537
-5,910
393
$3.46M 0.08%
311,174
-94,238
394
$3.46M 0.08%
20,173
-16,325
395
$3.46M 0.08%
143,661
+29,660
396
$3.46M 0.08%
50,038
-7,917
397
$3.45M 0.08%
196,433
-58,126
398
$3.44M 0.08%
175,936
+9,864
399
$3.43M 0.08%
20,771
-3,266
400
$3.41M 0.08%
16,421
-2,592
14 15
16
17 18