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
$4.29B
AUM Growth
+$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.1M
4
NSIT icon
Insight Enterprises
NSIT
+$12.1M
5
MGNI icon
Magnite
MGNI
+$11.1M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$8.45M
4
CADE
Cadence Bank
CADE
+$8.06M
5
ZD icon
Ziff Davis
ZD
+$7.24M

Sector Composition

1 Industrials 21.41%
2 Financials 18.28%
3 Technology 12.45%
4 Healthcare 11.93%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.3M 0.05%
155,104
-76,195
427
$2.29M 0.05%
189,294
-4,157
428
$2.29M 0.05%
197,211
+137,282
429
$2.29M 0.05%
125,512
-39,351
430
$2.29M 0.05%
250,387
+17,063
431
$2.27M 0.05%
60,830
+46,610
432
$2.27M 0.05%
25,812
+19,482
433
$2.27M 0.05%
140,229
-4,655
434
$2.25M 0.05%
177,163
-3,575
435
$2.24M 0.05%
115,061
436
$2.23M 0.05%
595,919
+72,845
437
$2.22M 0.05%
+300,023
438
$2.22M 0.05%
644,258
-72,258
439
$2.2M 0.05%
+223,384
440
$2.18M 0.05%
96,824
441
$2.18M 0.05%
47,385
-35,555
442
$2.17M 0.05%
95,057
+16,754
443
$2.15M 0.05%
256,015
+17,988
444
$2.12M 0.05%
+83,570
445
$2.12M 0.05%
+225,072
446
$2.12M 0.05%
82,115
447
$2.08M 0.05%
+23,986
448
$2.07M 0.05%
112,474
-42,908
449
$2.07M 0.05%
210,161
-644,781
450
$2.06M 0.05%
215,410
+2,200
16 17
18
19 20