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
101
$13.1M 0.28%
100,750
+3,316
102
$12.9M 0.28%
64,271
+3,837
103
$12.9M 0.28%
152,873
+12,304
104
$12.9M 0.28%
117,548
+15,283
105
$12.9M 0.28%
247,793
-49,721
106
$12.9M 0.28%
165,121
+8,938
107
$12.8M 0.27%
337,451
-13,116
108
$12.8M 0.27%
236,357
-10,695
109
$12.8M 0.27%
546,313
+12,203
110
$12.7M 0.27%
143,555
-5,144
111
$12.6M 0.27%
198,054
-11,972
112
$12.6M 0.27%
589,081
-48,536
113
$12.4M 0.26%
1,052,716
+289,553
114
$12.4M 0.26%
133,263
+45,562
115
$12.3M 0.26%
61,280
-2,709
116
$12.1M 0.26%
254,343
+4,816
117
$12.1M 0.26%
81,560
-17,659
118
$12M 0.26%
21,377
-948
119
$12M 0.26%
149,839
+17,583
120
$11.9M 0.25%
518,493
-33,696
121
$11.8M 0.25%
255,386
-19,997
122
$11.7M 0.25%
553,930
+107,912
123
$11.7M 0.25%
124,910
-13,658
124
$11.6M 0.25%
508,627
+281,434
125
$11.6M 0.25%
320,162
+23,622
3 4
5
6 7