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KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 36.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.86%
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 18.95%
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
726
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727
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-381,919
728
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-24,091
729
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730
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-37,698
731
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-54,252
732
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-381,019
733
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-37,719
734
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-427,536
735
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-94,571
736
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-1,874,473
737
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-748,886
738
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-52,573
739
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-189,735
740
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-309,155
741
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-79,479
742
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743
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-39,526
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