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
$4.29B
AUM Growth
+$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.1M
4
NSIT icon
Insight Enterprises
NSIT
+$12.1M
5
MGNI icon
Magnite
MGNI
+$11.1M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$8.45M
4
CADE
Cadence Bank
CADE
+$8.06M
5
ZD icon
Ziff Davis
ZD
+$7.24M

Sector Composition

1 Industrials 21.41%
2 Financials 18.28%
3 Technology 12.45%
4 Healthcare 11.93%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$864K 0.02%
309,625
552
$862K 0.02%
60,128
553
$841K 0.02%
79,518
554
$836K 0.02%
72,418
555
$820K 0.02%
15,164
-23,256
556
$814K 0.02%
51,845
557
$812K 0.02%
72,072
+55,581
558
$802K 0.02%
5,480
-528
559
$760K 0.02%
29,746
560
$746K 0.02%
175,089
+19,424
561
$745K 0.02%
10,969
-12,655
562
$734K 0.02%
84,929
+6,452
563
$727K 0.02%
258,550
564
$712K 0.02%
21,500
-434
565
$709K 0.02%
45,039
-5,523
566
$700K 0.02%
+9,738
567
$693K 0.02%
52,346
568
$678K 0.02%
66,474
569
$676K 0.02%
54,262
+6,332
570
$674K 0.02%
87,409
571
$669K 0.02%
4,918
-99
572
$658K 0.02%
22,556
+3,597
573
$654K 0.02%
76,621
+60,482
574
$646K 0.02%
8,166
-1,728
575
$645K 0.02%
42,642
-45,640
21 22
23
24 25