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
576
$952K 0.02%
218,812
-942
577
$951K 0.02%
12,999
-55
578
$928K 0.02%
58,362
-254
579
$917K 0.02%
71,500
-252
580
$912K 0.02%
320,146
-1,377
581
$910K 0.02%
4,957
+2,056
582
$905K 0.02%
+94,351
583
$901K 0.02%
47,888
-63,723
584
$862K 0.02%
31,086
-134
585
$840K 0.02%
33,096
-116
586
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100,105
-46,243
587
$810K 0.02%
39,535
+1,325
588
$781K 0.02%
31,678
-139
589
$743K 0.02%
13,459
-59,124
590
$739K 0.02%
+89,934
591
$735K 0.02%
63,927
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592
$727K 0.02%
+32,484
593
$707K 0.02%
13,889
-61,624
594
$700K 0.02%
8,524
-999
595
$698K 0.01%
25,719
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596
$694K 0.01%
11,443
+3,319
597
$692K 0.01%
19,219
+3,216
598
$690K 0.01%
150,980
+5,245
599
$686K 0.01%
79,711
+115
600
$685K 0.01%
36,534
+5,536
22 23
24
25 26