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
451
$2.73M 0.06%
+297,705
452
$2.73M 0.06%
136,432
-55,444
453
$2.73M 0.06%
294,256
+2,480
454
$2.7M 0.06%
+77,095
455
$2.7M 0.06%
87,987
+62,268
456
$2.7M 0.06%
+192,815
457
$2.69M 0.06%
24,921
+1,135
458
$2.66M 0.06%
19,198
-799
459
$2.66M 0.06%
41,961
-5,025
460
$2.65M 0.06%
31,292
-3,800
461
$2.64M 0.06%
189,297
+15,559
462
$2.63M 0.06%
131,874
-152,032
463
$2.61M 0.06%
42,075
+13,852
464
$2.6M 0.06%
166,072
+1,101
465
$2.6M 0.06%
61,692
-34,349
466
$2.58M 0.06%
223,814
+91,783
467
$2.57M 0.06%
19,236
-35,873
468
$2.56M 0.06%
113,838
+53,985
469
$2.55M 0.06%
742,078
-111,080
470
$2.53M 0.06%
19,130
-14,581
471
$2.51M 0.06%
+400,180
472
$2.47M 0.05%
449,773
-325,169
473
$2.47M 0.05%
158,234
-64,466
474
$2.47M 0.05%
22,762
-7,417
475
$2.44M 0.05%
18,068
+2,690
17 18
19
20 21