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
526
$1.5M 0.03%
180,619
-789
527
$1.48M 0.03%
8,619
-226
528
$1.48M 0.03%
+35,035
529
$1.47M 0.03%
17,446
-6,800
530
$1.47M 0.03%
4,310
+1,635
531
$1.44M 0.03%
81,018
+486
532
$1.41M 0.03%
457,578
+21,072
533
$1.39M 0.03%
28,223
-26,653
534
$1.38M 0.03%
139,287
+3,198
535
$1.37M 0.03%
71,149
-313
536
$1.37M 0.03%
+456,001
537
$1.37M 0.03%
31,287
-132
538
$1.36M 0.03%
128,215
-700
539
$1.35M 0.03%
12,843
-7,334
540
$1.34M 0.03%
57,370
-63,465
541
$1.33M 0.03%
104,717
-11,661
542
$1.32M 0.03%
+139,152
543
$1.31M 0.03%
141,061
-324
544
$1.31M 0.03%
112,432
-7,485
545
$1.3M 0.03%
34,991
-31
546
$1.29M 0.03%
+229,065
547
$1.28M 0.03%
32,439
+29,251
548
$1.27M 0.03%
108,033
-505
549
$1.26M 0.03%
123,243
-528
550
$1.26M 0.03%
154,246
+1,239
20 21
22
23 24