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
576
$1.22M 0.03%
35,366
-480
577
$1.21M 0.03%
108,685
-1,475
578
$1.18M 0.03%
645,634
-43,826
579
$1.18M 0.03%
5,246
+238
580
$1.17M 0.03%
22,393
-19,012
581
$1.17M 0.03%
45,588
+6,053
582
$1.14M 0.03%
+74,296
583
$1.13M 0.02%
79,128
-111,178
584
$1.1M 0.02%
11,522
-121
585
$1.06M 0.02%
117,260
-99,858
586
$1.06M 0.02%
69,669
-1,831
587
$1.06M 0.02%
226,196
-2,869
588
$1.04M 0.02%
35,010
-65,399
589
$1.04M 0.02%
25,377
-9,614
590
$999K 0.02%
80,267
+481
591
$996K 0.02%
+32,329
592
$992K 0.02%
16,259
-16,238
593
$972K 0.02%
+345,767
594
$945K 0.02%
5,194
+237
595
$941K 0.02%
53,331
-51,386
596
$938K 0.02%
32,484
597
$926K 0.02%
164,398
-195,558
598
$915K 0.02%
99,006
-1,099
599
$915K 0.02%
240,058
+40,058
600
$893K 0.02%
223,910
-346,387
22 23
24
25 26