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
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$9.67M
5
NCNO icon
nCino
NCNO
+$9.65M

Top Sells

1
+$20.2M
2
+$15.8M
3
+$12.5M
4
NDSN icon
Nordson
NDSN
+$12.5M
5
VAC icon
Marriott Vacations Worldwide
VAC
+$12.4M

Sector Composition

1 Financials 20.04%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.16%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.49M 0.03%
19,110
-61,176
552
$1.47M 0.03%
11,397
-1,446
553
$1.47M 0.03%
116,605
-39,088
554
$1.46M 0.03%
182,859
+3,507
555
$1.45M 0.03%
186,971
-2,439
556
$1.44M 0.03%
83,533
+2,515
557
$1.43M 0.03%
114,367
+6,334
558
$1.42M 0.03%
246,067
-3,365
559
$1.42M 0.03%
118,718
+28,427
560
$1.41M 0.03%
121,581
-1,662
561
$1.41M 0.03%
126,413
-1,802
562
$1.39M 0.03%
408,281
-60,092
563
$1.38M 0.03%
764,933
-65,944
564
$1.37M 0.03%
179,319
-796,706
565
$1.37M 0.03%
194,540
-2,641
566
$1.34M 0.03%
138,250
-902
567
$1.3M 0.03%
12,824
-175
568
$1.29M 0.03%
29,127
-54,534
569
$1.29M 0.03%
160,578
+6,332
570
$1.28M 0.03%
+42,249
571
$1.28M 0.03%
104,296
-278,081
572
$1.27M 0.03%
10,268
-444
573
$1.26M 0.03%
22,403
-18,704
574
$1.24M 0.03%
178,290
-2,329
575
$1.23M 0.03%
+136,464
21 22
23
24 25