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
126
$10.8M 0.24%
460,584
-109,356
127
$10.7M 0.24%
+329,725
128
$10.7M 0.24%
178,238
+8,427
129
$10.6M 0.23%
28,067
-7,884
130
$10.6M 0.23%
581,880
+35,567
131
$10.5M 0.23%
722,366
-330,350
132
$10.5M 0.23%
67,176
-11,230
133
$10.4M 0.23%
393,900
-160,030
134
$10.3M 0.23%
18,581
-2,796
135
$10.3M 0.23%
358,447
+20,912
136
$10.3M 0.23%
147,309
-10,020
137
$10.3M 0.23%
51,351
-19,803
138
$10.1M 0.22%
1,881,078
+281,405
139
$10.1M 0.22%
+153,046
140
$10M 0.22%
129,693
+36,565
141
$10M 0.22%
12,346
-1,877
142
$9.9M 0.22%
188,935
-47,422
143
$9.86M 0.22%
606,542
-6,558
144
$9.86M 0.22%
147,364
-48,325
145
$9.81M 0.22%
525,824
-146,621
146
$9.71M 0.21%
66,929
-17,004
147
$9.63M 0.21%
+304,951
148
$9.61M 0.21%
55,685
+17,045
149
$9.57M 0.21%
239,737
-36,703
150
$9.43M 0.21%
1,396,366
-356,494
4 5
6
7 8