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
76
$15.4M 0.33%
1,196,361
-223,744
77
$15.3M 0.33%
552,054
-22,618
78
$15.2M 0.33%
28,039
+1,644
79
$15.1M 0.32%
308,549
-26,062
80
$15M 0.32%
274,029
-32,676
81
$14.9M 0.32%
105,028
+23,018
82
$14.7M 0.32%
87,948
-8,159
83
$14.7M 0.31%
257,744
+9,237
84
$14.7M 0.31%
79,975
85
$14.5M 0.31%
237,532
-72,872
86
$14.4M 0.31%
499,655
-31,183
87
$14.2M 0.3%
114,792
+38,407
88
$14.2M 0.3%
25,617
+5,561
89
$13.9M 0.3%
102,899
-20,581
90
$13.9M 0.3%
80,954
+18,448
91
$13.8M 0.29%
59,445
-2,902
92
$13.7M 0.29%
150,884
+20,717
93
$13.6M 0.29%
39,420
-8,611
94
$13.6M 0.29%
218,844
+25,838
95
$13.6M 0.29%
605,476
+13,388
96
$13.5M 0.29%
58,780
+2,804
97
$13.3M 0.28%
+141,753
98
$13.2M 0.28%
569,940
-8,140
99
$13.2M 0.28%
68,144
-8,089
100
$13.1M 0.28%
810,898
-110,430
2 3
4
5 6