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
501
$1.84M 0.04%
+17,412
502
$1.84M 0.04%
134,623
+37,819
503
$1.83M 0.04%
40,920
-176
504
$1.81M 0.04%
468,373
-109,415
505
$1.8M 0.04%
381,919
-1,156
506
$1.79M 0.04%
32,497
-4,210
507
$1.77M 0.04%
100,409
+17,603
508
$1.76M 0.04%
59,388
-254
509
$1.75M 0.04%
93,492
-403
510
$1.75M 0.04%
132,031
+11,863
511
$1.72M 0.04%
352,641
-25,776
512
$1.69M 0.04%
44,880
+40,350
513
$1.68M 0.04%
+8,999
514
$1.66M 0.04%
217,118
-945
515
$1.66M 0.04%
20,615
+1,132
516
$1.66M 0.04%
65,624
-283
517
$1.66M 0.04%
168,686
+31,858
518
$1.65M 0.04%
57,074
-54,092
519
$1.64M 0.04%
80,536
-332
520
$1.59M 0.03%
359,956
+34,414
521
$1.59M 0.03%
+40,341
522
$1.58M 0.03%
179,352
+549
523
$1.58M 0.03%
47,265
-5,107
524
$1.53M 0.03%
11,468
+1,191
525
$1.51M 0.03%
830,877
-96,822
19 20
21
22 23