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
426
$3.11M 0.07%
+42,926
427
$3.1M 0.07%
29,981
-17,292
428
$3.1M 0.07%
+16,468
429
$3.06M 0.07%
950,769
-2,496
430
$3.06M 0.07%
222,700
-9,923
431
$3.05M 0.07%
215,759
+78,033
432
$3.03M 0.06%
105,243
+6,006
433
$3.02M 0.06%
441,812
+362,616
434
$3.02M 0.06%
112,386
-483
435
$3M 0.06%
41,262
-38,131
436
$2.99M 0.06%
12,127
+3,558
437
$2.99M 0.06%
204,238
+108,657
438
$2.96M 0.06%
17,805
+6,204
439
$2.93M 0.06%
58,683
-2,564
440
$2.92M 0.06%
8,269
+3,450
441
$2.88M 0.06%
16,637
+11,417
442
$2.88M 0.06%
125,942
+19,094
443
$2.88M 0.06%
158,751
-676
444
$2.86M 0.06%
81,894
+8,868
445
$2.86M 0.06%
38,989
+1,611
446
$2.85M 0.06%
50,882
+995
447
$2.78M 0.06%
131,277
+51,794
448
$2.75M 0.06%
853,158
+86,105
449
$2.74M 0.06%
811,235
+205,593
450
$2.74M 0.06%
166,072
+9,716
16 17
18
19 20