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
626
$418K 0.01%
+9,980
627
$409K 0.01%
+24,683
628
$401K 0.01%
37,698
+6,102
629
$399K 0.01%
40,216
+1,359
630
$390K 0.01%
36,913
+10,717
631
$365K 0.01%
9,706
+327
632
$352K 0.01%
3,269
+949
633
$335K 0.01%
39,526
+1,324
634
$328K 0.01%
7,300
635
$319K 0.01%
25,271
-22,919
636
$306K 0.01%
2,141
+334
637
$302K 0.01%
+26,029
638
$299K 0.01%
+3,941
639
$297K 0.01%
5,483
640
$287K 0.01%
5,104
641
$287K 0.01%
1,062
642
$278K 0.01%
+6,418
643
$277K 0.01%
14,278
-7,941
644
$276K 0.01%
10,083
-12,676
645
$274K 0.01%
16,882
+572
646
$274K 0.01%
1,354
647
$265K 0.01%
21,628
648
$257K 0.01%
381,019
-257,388
649
$255K 0.01%
102,056
+3,443
650
$251K 0.01%
+8,625
24 25
26
27 28