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
651
$251K 0.01%
+8,625
652
$249K 0.01%
3,082
653
$249K 0.01%
58,700
-1,066,580
654
$245K 0.01%
3,574
-15,747
655
$244K 0.01%
4,496
+1,304
656
$235K 0.01%
+6,951
657
$234K 0.01%
75,981
+12,880
658
$231K ﹤0.01%
2,099
659
$228K ﹤0.01%
+11,853
660
$217K ﹤0.01%
41,894
+934
661
$215K ﹤0.01%
16,239
662
$200K ﹤0.01%
43,668
-28,113
663
$181K ﹤0.01%
+34,465
664
$170K ﹤0.01%
3,746
+126
665
$168K ﹤0.01%
+11,379
666
$158K ﹤0.01%
+32,228
667
$150K ﹤0.01%
62,160
+2,101
668
$146K ﹤0.01%
117,637
+2,576
669
$142K ﹤0.01%
23,565
+6,825
670
$139K ﹤0.01%
+76,513
671
$134K ﹤0.01%
35,283
+10,248
672
$118K ﹤0.01%
+135,220
673
$116K ﹤0.01%
23,745
-13,983
674
$97.5K ﹤0.01%
23,160
+6,703
675
$84.8K ﹤0.01%
73,126
-8,326
25 26
27
28 29