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
$4.68B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.9M
3
+$9.22M
4
NOG icon
Northern Oil and Gas
NOG
+$8.53M
5
UTI icon
Universal Technical Institute
UTI
+$8M

Top Sells

1
+$14.7M
2
+$13.3M
3
+$11.2M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.62%
3 Healthcare 16.37%
4 Technology 13.36%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.74M 0.06%
166,072
+9,716
452
$2.74M 0.06%
35,140
+8,265
453
$2.72M 0.06%
114,218
-63,682
454
$2.71M 0.06%
382,377
+320,144
455
$2.67M 0.06%
35,092
+1,184
456
$2.67M 0.06%
291,776
+160
457
$2.64M 0.06%
89,941
+22,784
458
$2.63M 0.06%
170,957
-43,556
459
$2.63M 0.06%
204,322
-877
460
$2.59M 0.06%
+27,615
461
$2.58M 0.06%
23,786
+9,864
462
$2.53M 0.05%
1,874,473
+700
463
$2.53M 0.05%
12,307
+542
464
$2.53M 0.05%
294,409
-1,188
465
$2.49M 0.05%
46,986
-9,185
466
$2.45M 0.05%
132,360
+6,804
467
$2.39M 0.05%
+173,738
468
$2.37M 0.05%
249,432
-1,069
469
$2.36M 0.05%
16,150
+1,524
470
$2.35M 0.05%
20,766
+8,584
471
$2.34M 0.05%
201,744
-14,438
472
$2.34M 0.05%
+164,971
473
$2.33M 0.05%
19,997
-1,994
474
$2.33M 0.05%
279,951
+4,057
475
$2.3M 0.05%
522,259
+35,699
17 18
19
20 21