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
51
$17.3M 0.38%
107,052
-26,577
52
$17.1M 0.38%
483,216
+18,684
53
$17.1M 0.38%
230,588
-29,272
54
$16.8M 0.37%
90,252
+22,108
55
$16.8M 0.37%
594,327
-194,487
56
$16.5M 0.37%
1,053,675
+410,832
57
$16.4M 0.36%
325,430
-79,595
58
$16.3M 0.36%
579,932
+71,305
59
$16.2M 0.36%
39,881
-6,801
60
$16.1M 0.36%
101,565
-31,562
61
$16M 0.35%
299,608
-326,166
62
$16M 0.35%
55,387
-7,569
63
$16M 0.35%
54,767
-16,936
64
$16M 0.35%
203,590
-69,735
65
$15.8M 0.35%
80,407
-27,075
66
$15.8M 0.35%
152,848
-60,159
67
$15.5M 0.34%
400,133
-82,096
68
$15.5M 0.34%
216,873
-20,659
69
$15.4M 0.34%
233,432
-44,030
70
$15.3M 0.34%
184,686
-28,626
71
$15.2M 0.34%
25,265
-2,774
72
$15.1M 0.33%
1,019,027
-180,046
73
$14.9M 0.33%
68,384
-8,950
74
$14.9M 0.33%
435,866
-116,188
75
$14.8M 0.33%
89,319
-13,580
1 2
3
4 5