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
651
$249K 0.01%
3,082
652
$249K 0.01%
58,700
-1,066,580
653
$245K 0.01%
3,574
-15,747
654
$244K 0.01%
4,496
+1,304
655
$235K 0.01%
+6,951
656
$234K 0.01%
75,981
+12,880
657
$231K ﹤0.01%
2,099
658
$228K ﹤0.01%
+11,853
659
$217K ﹤0.01%
41,894
+934
660
$215K ﹤0.01%
16,239
661
$200K ﹤0.01%
43,668
-28,113
662
$181K ﹤0.01%
+34,465
663
$170K ﹤0.01%
3,746
+126
664
$168K ﹤0.01%
+11,379
665
$158K ﹤0.01%
+32,228
666
$150K ﹤0.01%
62,160
+2,101
667
$146K ﹤0.01%
117,637
+2,576
668
$142K ﹤0.01%
23,565
+6,825
669
$139K ﹤0.01%
+76,513
670
$134K ﹤0.01%
35,283
+10,248
671
$118K ﹤0.01%
+135,220
672
$116K ﹤0.01%
23,745
-13,983
673
$97.5K ﹤0.01%
23,160
+6,703
674
$84.8K ﹤0.01%
73,126
-8,326
675
– –
-42,518
25 26
27
28 29