KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
777
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.9M
3
+$9.22M
4
NOG icon
Northern Oil and Gas
NOG
+$8.53M
5
UTI icon
Universal Technical Institute
UTI
+$8M

Top Sells

1
+$14.7M
2
+$13.3M
3
+$11.2M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.62%
3 Healthcare 16.37%
4 Technology 13.36%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.6M 0.25%
672,445
-66,812
127
$11.5M 0.25%
28,266
+1,410
128
$11.5M 0.25%
720,905
+56,528
129
$11.5M 0.25%
276,440
-23,514
130
$11.5M 0.25%
197,614
+5,546
131
$11.5M 0.24%
162,695
-9,395
132
$11.4M 0.24%
71,645
+8,257
133
$11.3M 0.24%
80,286
+29,244
134
$11.2M 0.24%
154,930
-4,220
135
$11.2M 0.24%
171,910
-3,372
136
$11.1M 0.24%
229,476
-22,701
137
$11M 0.24%
35,951
+1,795
138
$11M 0.24%
132,154
-8,018
139
$11M 0.23%
700,949
+106,263
140
$10.9M 0.23%
195,689
-33,156
141
$10.8M 0.23%
157,329
+23,891
142
$10.7M 0.23%
1,752,860
-29,205
143
$10.6M 0.23%
42,576
+7,155
144
$10.6M 0.23%
25,052
-3,465
145
$10.5M 0.22%
98,009
-25,759
146
$10.5M 0.22%
78,406
-19,289
147
$10.4M 0.22%
80,290
-3,504
148
$10.4M 0.22%
251,654
-34,370
149
$10.3M 0.22%
386,059
-17,084
150
$10.3M 0.22%
88,380
+7,677
4 5
6
7 8