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
426
$2.95M 0.07%
10,496
-1,631
427
$2.95M 0.07%
117,936
-8,006
428
$2.95M 0.07%
108,804
+3,561
429
$2.94M 0.06%
16,557
-2,427
430
$2.93M 0.06%
448,884
-84,303
431
$2.91M 0.06%
+756,556
432
$2.91M 0.06%
264,950
+11,159
433
$2.91M 0.06%
376,324
+42,127
434
$2.89M 0.06%
+407,274
435
$2.86M 0.06%
62,727
-8,753
436
$2.86M 0.06%
657,036
-46,247
437
$2.86M 0.06%
74,101
-10,322
438
$2.86M 0.06%
134,050
-117,019
439
$2.85M 0.06%
73,850
-65,005
440
$2.84M 0.06%
45,677
-5,205
441
$2.81M 0.06%
74,997
+51,713
442
$2.8M 0.06%
78,014
-11,927
443
$2.79M 0.06%
33,776
-5,213
444
$2.79M 0.06%
+144,171
445
$2.79M 0.06%
954,736
+3,967
446
$2.78M 0.06%
263,635
-340,317
447
$2.78M 0.06%
59,639
-16,542
448
$2.77M 0.06%
+45,222
449
$2.75M 0.06%
14,177
-2,291
450
$2.75M 0.06%
15,570
-2,235
16 17
18
19 20