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
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$10.1M
5
NCNO icon
nCino
NCNO
+$9.63M

Top Sells

1
+$20.2M
2
+$17.4M
3
+$13.7M
4
NDSN icon
Nordson
NDSN
+$13.4M
5
HELE icon
Helen of Troy
HELE
+$12.4M

Sector Composition

1 Financials 20.11%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.12%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.75M 0.06%
15,570
-2,235
452
$2.73M 0.06%
+297,705
453
$2.73M 0.06%
136,432
-55,444
454
$2.73M 0.06%
294,256
+2,480
455
$2.7M 0.06%
+77,095
456
$2.7M 0.06%
87,987
+62,268
457
$2.7M 0.06%
+192,815
458
$2.69M 0.06%
24,921
+1,135
459
$2.66M 0.06%
19,198
-799
460
$2.66M 0.06%
41,961
-5,025
461
$2.65M 0.06%
31,292
-3,800
462
$2.64M 0.06%
189,297
+15,559
463
$2.63M 0.06%
131,874
-152,032
464
$2.61M 0.06%
42,075
+13,852
465
$2.6M 0.06%
166,072
+1,101
466
$2.6M 0.06%
61,692
-34,349
467
$2.58M 0.06%
223,814
+91,783
468
$2.57M 0.06%
19,236
-35,873
469
$2.56M 0.06%
113,838
+53,985
470
$2.55M 0.06%
742,078
-111,080
471
$2.53M 0.06%
19,130
-14,581
472
$2.51M 0.06%
+400,180
473
$2.47M 0.05%
449,773
-325,169
474
$2.47M 0.05%
158,234
-64,466
475
$2.47M 0.05%
22,762
-7,417
17 18
19
20 21