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
601
$681K 0.01%
2,938
+618
602
$677K 0.01%
103,816
-12,727
603
$676K 0.01%
10,097
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604
$667K 0.01%
79,821
+26,815
605
$657K 0.01%
+24,091
606
$636K 0.01%
25,024
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607
$632K 0.01%
+212,203
608
$625K 0.01%
87,348
-9,929
609
$619K 0.01%
132,648
-566
610
$611K 0.01%
142,128
-108,616
611
$593K 0.01%
3,442
+118
612
$582K 0.01%
19,921
-86
613
$577K 0.01%
50,599
-196,570
614
$572K 0.01%
28,728
-124
615
$565K 0.01%
77,868
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616
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48,287
-43,329
617
$529K 0.01%
2,178
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618
$519K 0.01%
90,291
-29,843
619
$478K 0.01%
117,948
+21,476
620
$472K 0.01%
6,252
+2,482
621
$468K 0.01%
+30,972
622
$458K 0.01%
+11,154
623
$442K 0.01%
11,058
-11,774
624
$438K 0.01%
4,041
+851
625
$430K 0.01%
+37,719
23 24
25
26 27