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
476
$2.42M 0.05%
41,194
+8,755
477
$2.41M 0.05%
72,625
-41,575
478
$2.4M 0.05%
721,399
+8,605
479
$2.39M 0.05%
74,699
+29,819
480
$2.39M 0.05%
+519,678
481
$2.39M 0.05%
163,388
-114,642
482
$2.38M 0.05%
364,382
-4,617
483
$2.36M 0.05%
+50,900
484
$2.35M 0.05%
602,408
+146,407
485
$2.34M 0.05%
90,500
-427,993
486
$2.34M 0.05%
+116,309
487
$2.33M 0.05%
74,857
-51,192
488
$2.31M 0.05%
32,012
-1,380
489
$2.3M 0.05%
56,286
-788
490
$2.3M 0.05%
71,855
-13,901
491
$2.28M 0.05%
84,784
+43,864
492
$2.27M 0.05%
+25,084
493
$2.25M 0.05%
41,719
-16,964
494
$2.25M 0.05%
49,862
-46,227
495
$2.23M 0.05%
452,770
-69,489
496
$2.23M 0.05%
646,620
-131,991
497
$2.23M 0.05%
115,544
-16,816
498
$2.21M 0.05%
8,202
-4,105
499
$2.2M 0.05%
8,377
-51,068
500
$2.17M 0.05%
+111,508
18 19
20
21 22