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
26
$23.4M 0.5%
570,296
+90,971
27
$23.2M 0.5%
106,507
+3,023
28
$23.1M 0.49%
441,695
-71,401
29
$23.1M 0.49%
545,915
+30,096
30
$23M 0.49%
111,707
-1,228
31
$22.5M 0.48%
44,203
+12,148
32
$22.2M 0.47%
107,482
-850
33
$21.8M 0.47%
570,829
-23,498
34
$21.6M 0.46%
192,513
-7,314
35
$21.2M 0.45%
52,338
-1,840
36
$20.6M 0.44%
178,893
-7,664
37
$20.2M 0.43%
748,886
-287,177
38
$20.1M 0.43%
788,814
+20,651
39
$20.1M 0.43%
79,696
-23,949
40
$20.1M 0.43%
491,360
-82,690
41
$19.8M 0.42%
1,276,304
+214,600
42
$19.7M 0.42%
50,874
+9
43
$19.7M 0.42%
225,771
-12,509
44
$19.6M 0.42%
71,703
-3,946
45
$19.5M 0.42%
133,629
+42,695
46
$19.1M 0.41%
110,492
+8,456
47
$19.1M 0.41%
1,495,007
-307,068
48
$19M 0.41%
213,007
-8,558
49
$18.9M 0.4%
1,891,109
+345,220
50
$18.8M 0.4%
528,736
-26,436
1
2
3 4 5