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
651
$328K 0.01%
5,104
652
$322K 0.01%
117,619
+15,563
653
$319K 0.01%
5,483
654
$318K 0.01%
1,062
655
$316K 0.01%
3,082
656
$314K 0.01%
18,594
-6,089
657
$310K 0.01%
+5,000
658
$301K 0.01%
2,099
659
$279K 0.01%
+2,820
660
$277K 0.01%
5,251
+755
661
$277K 0.01%
29,987
+3,958
662
$277K 0.01%
+3,323
663
$259K 0.01%
21,628
664
$249K 0.01%
41,092
+6,627
665
$248K 0.01%
+99,488
666
$247K 0.01%
+8,241
667
$233K 0.01%
14,046
+2,193
668
$219K ﹤0.01%
+11,843
669
$215K ﹤0.01%
6,768
-144,356
670
$215K ﹤0.01%
+10,466
671
$208K ﹤0.01%
+3,190
672
$208K ﹤0.01%
+8,951
673
$203K ﹤0.01%
+2,458
674
$191K ﹤0.01%
+17,472
675
$174K ﹤0.01%
27,679
+4,114
25 26
27
28 29