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
626
$611K 0.01%
+14,678
627
$564K 0.01%
+52,668
628
$557K 0.01%
96,111
-91,080
629
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6,512
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66,125
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631
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11,785
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632
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169,553
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4,600
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636
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637
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638
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11,603
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639
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11,200
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640
$424K 0.01%
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647
$339K 0.01%
88,622
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648
$336K 0.01%
7,300
649
$334K 0.01%
6,951
650
$330K 0.01%
25,386
-312,750
24 25
26
27 28