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
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$10.1M
5
NCNO icon
nCino
NCNO
+$9.63M

Top Sells

1
+$20.2M
2
+$17.4M
3
+$13.7M
4
NDSN icon
Nordson
NDSN
+$13.4M
5
HELE icon
Helen of Troy
HELE
+$12.4M

Sector Composition

1 Financials 20.11%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.12%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$893K 0.02%
223,910
-346,387
602
$891K 0.02%
25,705
-97,860
603
$885K 0.02%
12,118
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604
$883K 0.02%
13,362
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605
$880K 0.02%
90,762
-1,186
606
$879K 0.02%
175,738
+24,758
607
$871K 0.02%
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608
$838K 0.02%
73,552
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609
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28,877
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610
$805K 0.02%
37,179
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611
$802K 0.02%
57,608
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612
$797K 0.02%
50,599
613
$788K 0.02%
12,436
-1,453
614
$784K 0.02%
19,219
615
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31,270
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616
$766K 0.02%
104,909
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617
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40,415
-13,290
618
$749K 0.02%
+194,050
619
$741K 0.02%
129,602
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620
$695K 0.02%
3,966
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621
$694K 0.02%
3,580
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622
$682K 0.02%
2,479
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623
$678K 0.02%
77,868
624
$676K 0.01%
22,579
-10,517
625
$620K 0.01%
78,740
-1,081
23 24
25
26 27