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
$4.53B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$9.67M
5
NCNO icon
nCino
NCNO
+$9.65M

Top Sells

1
+$20.2M
2
+$15.8M
3
+$12.5M
4
NDSN icon
Nordson
NDSN
+$12.5M
5
VAC icon
Marriott Vacations Worldwide
VAC
+$12.4M

Sector Composition

1 Financials 20.04%
2 Industrials 18.92%
3 Healthcare 17.71%
4 Technology 13.16%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$564K 0.01%
+52,668
627
$557K 0.01%
96,111
-91,080
628
$554K 0.01%
6,512
-2,012
629
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66,125
-21,223
630
$535K 0.01%
11,785
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631
$524K 0.01%
169,553
+93,040
632
$497K 0.01%
43,107
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633
$471K 0.01%
4,600
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634
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+8,740
635
$465K 0.01%
+13,658
636
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637
$448K 0.01%
11,603
+1,520
638
$439K 0.01%
11,200
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639
$424K 0.01%
8,484
-204,547
640
$422K 0.01%
102,477
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641
$376K 0.01%
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642
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643
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644
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128,536
-191,610
645
$343K 0.01%
4,682
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646
$339K 0.01%
88,622
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647
$336K 0.01%
7,300
648
$334K 0.01%
6,951
649
$330K 0.01%
25,386
-312,750
650
$328K 0.01%
5,104
24 25
26
27 28