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
576
$955K 0.02%
+7,615
577
$952K 0.02%
218,812
-942
578
$951K 0.02%
12,999
-55
579
$928K 0.02%
58,362
-254
580
$917K 0.02%
71,500
-252
581
$912K 0.02%
320,146
-1,377
582
$910K 0.02%
4,957
+2,056
583
$905K 0.02%
+94,351
584
$901K 0.02%
47,888
-63,723
585
$862K 0.02%
31,086
-134
586
$840K 0.02%
33,096
-116
587
$822K 0.02%
100,105
-46,243
588
$810K 0.02%
39,535
+1,325
589
$781K 0.02%
31,678
-139
590
$743K 0.02%
13,459
-59,124
591
$739K 0.02%
+89,934
592
$735K 0.02%
63,927
+2,168
593
$727K 0.02%
+32,484
594
$707K 0.02%
13,889
-61,624
595
$700K 0.02%
8,524
-999
596
$698K 0.01%
25,719
+868
597
$694K 0.01%
11,443
+3,319
598
$692K 0.01%
19,219
+3,216
599
$690K 0.01%
150,980
+5,245
600
$686K 0.01%
79,711
+115
22 23
24
25 26