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
$4.68B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.9M
3
+$9.22M
4
NOG icon
Northern Oil and Gas
NOG
+$8.53M
5
UTI icon
Universal Technical Institute
UTI
+$8M

Top Sells

1
+$14.7M
2
+$13.3M
3
+$11.2M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.62%
3 Healthcare 16.37%
4 Technology 13.36%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.25M 0.03%
59,853
-28,407
552
$1.24M 0.03%
145,522
-8,840
553
$1.24M 0.03%
110,160
-473
554
$1.24M 0.03%
197,181
-849
555
$1.24M 0.03%
314,432
-102,022
556
$1.23M 0.03%
189,735
-825
557
$1.17M 0.03%
10,712
-905
558
$1.15M 0.02%
35,846
-154
559
$1.15M 0.02%
189,410
-826
560
$1.15M 0.02%
+1,488,571
561
$1.13M 0.02%
20,394
-81
562
$1.13M 0.02%
52,573
+924
563
$1.13M 0.02%
5,008
+2,108
564
$1.1M 0.02%
187,191
-21,491
565
$1.09M 0.02%
71,737
-309
566
$1.09M 0.02%
+23,284
567
$1.05M 0.02%
53,705
-24,494
568
$1.04M 0.02%
+79,786
569
$1.02M 0.02%
91,948
-400
570
$1M 0.02%
112,556
-448
571
$992K 0.02%
+200,000
572
$971K 0.02%
54,252
-233
573
$967K 0.02%
11,643
-45
574
$961K 0.02%
206,734
-234,517
575
$955K 0.02%
+7,615
21 22
23
24 25