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
101
$12M 0.26%
768,502
+314,927
102
$12M 0.26%
55,805
-8,466
103
$12M 0.26%
405,096
-3,604
104
$11.8M 0.26%
313,106
+198,419
105
$11.7M 0.26%
292,906
+78,651
106
$11.7M 0.26%
216,125
-39,261
107
$11.7M 0.26%
73,011
-44,537
108
$11.6M 0.26%
229,403
+2,423
109
$11.5M 0.25%
438,867
+209,030
110
$11.5M 0.25%
250,655
+47,782
111
$11.4M 0.25%
371,720
+187,920
112
$11.4M 0.25%
505,789
-83,292
113
$11.4M 0.25%
122,889
-73,289
114
$11.4M 0.25%
121,574
-43,547
115
$11.4M 0.25%
113,464
-30,091
116
$11.4M 0.25%
24,714
-3,552
117
$11.3M 0.25%
47,968
-21,532
118
$11.3M 0.25%
188,807
-9,247
119
$11.3M 0.25%
537,110
-209,035
120
$11.2M 0.25%
169,947
-27,667
121
$11.1M 0.25%
250,830
-57,719
122
$11M 0.24%
245,641
-91,810
123
$11M 0.24%
82,340
-6,040
124
$10.8M 0.24%
241,304
+13,412
125
$10.8M 0.24%
1,325,555
+50,711
3 4
5
6 7