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
476
$2.27M 0.05%
18,940
-63,113
477
$2.27M 0.05%
16,803
+2,538
478
$2.26M 0.05%
182,473
-755
479
$2.23M 0.05%
150,250
+4,516
480
$2.22M 0.05%
41,107
-20,865
481
$2.21M 0.05%
105,675
-13,351
482
$2.21M 0.05%
427,536
+22,622
483
$2.2M 0.05%
20,770
-67,911
484
$2.2M 0.05%
+41,405
485
$2.2M 0.05%
712,794
-764,078
486
$2.19M 0.05%
253,791
+231
487
$2.18M 0.05%
99,433
+3,347
488
$2.18M 0.05%
48,840
+3,852
489
$2.15M 0.05%
40,253
-4,294
490
$2.14M 0.05%
71,480
+30,116
491
$2.13M 0.05%
293,536
-1,252
492
$2.08M 0.04%
94,571
-43,305
493
$2.07M 0.04%
6,291
+2,472
494
$2.06M 0.04%
+79,887
495
$2.04M 0.04%
33,392
-3,543
496
$2M 0.04%
120,070
+23,239
497
$1.92M 0.04%
689,460
+104,407
498
$1.88M 0.04%
155,693
-8,183
499
$1.85M 0.04%
+307,529
500
$1.85M 0.04%
15,378
-94,414
18 19
20
21 22