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
76
$14.8M 0.33%
74,304
-68,746
77
$14.6M 0.32%
158,723
-53,423
78
$14.6M 0.32%
66,066
-5,155
79
$14.5M 0.32%
52,166
+9,590
80
$14.3M 0.32%
382,058
-128,270
81
$14.3M 0.32%
668,477
+400,386
82
$14M 0.31%
230,953
-26,791
83
$13.9M 0.31%
520,891
-84,585
84
$13.9M 0.31%
141,610
-8,229
85
$13.8M 0.3%
121,273
+6,481
86
$13.7M 0.3%
261,640
-12,389
87
$13.7M 0.3%
82,036
+2,061
88
$13.7M 0.3%
31,941
-7,479
89
$13.7M 0.3%
152,494
-19,416
90
$13.5M 0.3%
91,015
-9,735
91
$13.4M 0.3%
421,928
-36,918
92
$13.2M 0.29%
728,490
-102,416
93
$13M 0.29%
269,987
+18,333
94
$12.7M 0.28%
75,661
+31,233
95
$12.7M 0.28%
645,548
-75,357
96
$12.5M 0.28%
387,956
+131,283
97
$12.3M 0.27%
131,465
-10,288
98
$12.2M 0.27%
725,026
+24,077
99
$12.1M 0.27%
72,225
+580
100
$12M 0.27%
267,033
-23,049
2 3
4
5 6