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
476
$2.44M 0.05%
18,068
+2,690
477
$2.42M 0.05%
41,194
+8,755
478
$2.41M 0.05%
72,625
-41,575
479
$2.4M 0.05%
721,399
+8,605
480
$2.39M 0.05%
74,699
+29,819
481
$2.39M 0.05%
+519,678
482
$2.39M 0.05%
163,388
-114,642
483
$2.38M 0.05%
364,382
-4,617
484
$2.36M 0.05%
+50,900
485
$2.35M 0.05%
602,408
+146,407
486
$2.34M 0.05%
90,500
-427,993
487
$2.34M 0.05%
+116,309
488
$2.33M 0.05%
74,857
-51,192
489
$2.31M 0.05%
32,012
-1,380
490
$2.3M 0.05%
56,286
-788
491
$2.3M 0.05%
71,855
-13,901
492
$2.28M 0.05%
84,784
+43,864
493
$2.27M 0.05%
+25,084
494
$2.25M 0.05%
41,719
-16,964
495
$2.25M 0.05%
49,862
-46,227
496
$2.23M 0.05%
452,770
-69,489
497
$2.23M 0.05%
646,620
-131,991
498
$2.23M 0.05%
115,544
-16,816
499
$2.21M 0.05%
8,202
-4,105
500
$2.2M 0.05%
8,377
-51,068
18 19
20
21 22