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
$4.29B
AUM Growth
+$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$12.1M
4
NSIT icon
Insight Enterprises
NSIT
+$12.1M
5
MGNI icon
Magnite
MGNI
+$11.1M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$8.45M
4
CADE
Cadence Bank
CADE
+$8.06M
5
ZD icon
Ziff Davis
ZD
+$7.24M

Sector Composition

1 Industrials 21.41%
2 Financials 18.28%
3 Technology 12.45%
4 Healthcare 11.93%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$247K 0.01%
+35,954
627
$239K 0.01%
5,104
628
$231K 0.01%
1,062
629
$227K 0.01%
3,810
+40
630
$226K 0.01%
+7,021
631
$224K 0.01%
5,548
632
$219K 0.01%
+3,082
633
$217K 0.01%
60,271
634
$210K ﹤0.01%
+482
635
$206K ﹤0.01%
27,778
-18,533
636
$205K ﹤0.01%
3,250
637
$205K ﹤0.01%
+23,588
638
$203K ﹤0.01%
29,368
639
$200K ﹤0.01%
2,096
-42
640
$196K ﹤0.01%
88,259
+19,500
641
$183K ﹤0.01%
106,496
+90,472
642
$181K ﹤0.01%
+60,876
643
$149K ﹤0.01%
4,667
+3,952
644
$126K ﹤0.01%
+15,091
645
$116K ﹤0.01%
+28,603
646
$101K ﹤0.01%
+18,651
647
$87.2K ﹤0.01%
+29,052
648
$72.9K ﹤0.01%
12,179
649
$51.3K ﹤0.01%
+10,198
650
– –
-40,358
24 25
26
27 28