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
$4.68B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$9.87M
4
LLY icon
Eli Lilly
LLY
+$8.75M
5
UTI icon
Universal Technical Institute
UTI
+$8.41M

Top Sells

1
+$15.6M
2
+$14.7M
3
+$11.4M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.67%
3 Healthcare 16.15%
4 Technology 13.33%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$430K 0.01%
+37,719
627
$418K 0.01%
+9,980
628
$409K 0.01%
+24,683
629
$401K 0.01%
37,698
+6,102
630
$399K 0.01%
40,216
+1,359
631
$390K 0.01%
36,913
+10,717
632
$365K 0.01%
9,706
+327
633
$352K 0.01%
3,269
+949
634
$335K 0.01%
39,526
+1,324
635
$328K 0.01%
7,300
636
$319K 0.01%
202,165
-183,357
637
$306K 0.01%
2,141
+334
638
$302K 0.01%
+26,029
639
$299K 0.01%
+3,941
640
$297K 0.01%
5,483
641
$287K 0.01%
5,104
642
$287K 0.01%
1,062
643
$278K 0.01%
+6,418
644
$277K 0.01%
14,278
-7,941
645
$276K 0.01%
10,083
-12,676
646
$274K 0.01%
16,882
+572
647
$274K 0.01%
1,354
648
$265K 0.01%
21,628
649
$257K 0.01%
381,019
-257,388
650
$255K 0.01%
102,056
+3,443
24 25
26
27 28