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
551
$1.49M 0.03%
70,779
-958
552
$1.49M 0.03%
19,110
+3,070
553
$1.47M 0.03%
11,397
-1,446
554
$1.47M 0.03%
116,605
-39,088
555
$1.46M 0.03%
182,859
+3,507
556
$1.45M 0.03%
186,971
-2,439
557
$1.44M 0.03%
83,533
+2,515
558
$1.43M 0.03%
114,367
+6,334
559
$1.42M 0.03%
246,067
-3,365
560
$1.42M 0.03%
118,718
+28,427
561
$1.41M 0.03%
121,581
-1,662
562
$1.41M 0.03%
126,413
-1,802
563
$1.39M 0.03%
408,281
-60,092
564
$1.38M 0.03%
764,933
-65,944
565
$1.37M 0.03%
179,319
-796,706
566
$1.37M 0.03%
194,540
-2,641
567
$1.34M 0.03%
138,250
-902
568
$1.3M 0.03%
12,824
-175
569
$1.29M 0.03%
29,127
-54,534
570
$1.29M 0.03%
160,578
+6,332
571
$1.28M 0.03%
+42,249
572
$1.28M 0.03%
104,296
-278,081
573
$1.27M 0.03%
10,268
-444
574
$1.26M 0.03%
22,403
-18,704
575
$1.24M 0.03%
178,290
-2,329
21 22
23
24 25