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
651
$322K 0.01%
117,619
+15,563
652
$319K 0.01%
5,483
653
$318K 0.01%
1,062
654
$316K 0.01%
3,082
655
$314K 0.01%
18,594
-6,089
656
$310K 0.01%
+5,000
657
$301K 0.01%
2,099
658
$279K 0.01%
+2,820
659
$277K 0.01%
5,251
+755
660
$277K 0.01%
29,987
+3,958
661
$277K 0.01%
+3,323
662
$259K 0.01%
21,628
663
$249K 0.01%
41,092
+6,627
664
$248K 0.01%
+99,488
665
$247K 0.01%
+8,241
666
$233K 0.01%
14,046
+2,193
667
$219K ﹤0.01%
+11,843
668
$215K ﹤0.01%
6,768
-144,356
669
$215K ﹤0.01%
+10,466
670
$208K ﹤0.01%
+3,190
671
$208K ﹤0.01%
+8,951
672
$203K ﹤0.01%
+2,458
673
$191K ﹤0.01%
+17,472
674
$174K ﹤0.01%
27,679
+4,114
675
$168K ﹤0.01%
+24,412
25 26
27
28 29