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
501
$2.17M 0.05%
+111,508
502
$2.14M 0.05%
19,915
-855
503
$2.13M 0.05%
71,275
-28,158
504
$2.12M 0.05%
943,267
-190,242
505
$2.1M 0.05%
14,192
+6,577
506
$2.09M 0.05%
420,213
+387,985
507
$2.07M 0.05%
10,603
-6,034
508
$2.07M 0.05%
92,240
-1,252
509
$2.04M 0.05%
145,349
-148,187
510
$2.03M 0.04%
154,019
-14,667
511
$2.01M 0.04%
58,956
-432
512
$1.99M 0.04%
140,748
+28,316
513
$1.97M 0.04%
+63,809
514
$1.97M 0.04%
6,569
+278
515
$1.97M 0.04%
152,228
-49,516
516
$1.96M 0.04%
244,605
-35,346
517
$1.96M 0.04%
809,339
-1,896
518
$1.95M 0.04%
29,243
-53,412
519
$1.94M 0.04%
32,566
-28,460
520
$1.93M 0.04%
24,111
-20,015
521
$1.92M 0.04%
19,074
+1,662
522
$1.89M 0.04%
+26,944
523
$1.85M 0.04%
+64,741
524
$1.85M 0.04%
+27,808
525
$1.84M 0.04%
616,770
+404,567
19 20
21
22 23