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
151
$10.2M 0.22%
488,332
-54,192
152
$10.1M 0.21%
290,082
-7,986
153
$9.93M 0.21%
83,933
-17,340
154
$9.91M 0.21%
71,154
-4,809
155
$9.87M 0.21%
+113,084
156
$9.84M 0.21%
120,394
-6,778
157
$9.82M 0.21%
268,179
-8,250
158
$9.76M 0.21%
410,125
-8,494
159
$9.74M 0.21%
256,901
-12,255
160
$9.67M 0.21%
82,689
-6,072
161
$9.64M 0.21%
613,100
+534,460
162
$9.61M 0.21%
320,155
-36,263
163
$9.61M 0.21%
45,595
-13,331
164
$9.52M 0.2%
407,761
+114,887
165
$9.49M 0.2%
518,874
-51,135
166
$9.31M 0.2%
113,956
+30,246
167
$9.26M 0.2%
214,255
+32,522
168
$9.23M 0.2%
189,755
-39,684
169
$9.23M 0.2%
63,373
+5,882
170
$9.2M 0.2%
14,223
-638
171
$9.2M 0.2%
654,116
+969
172
$9.11M 0.19%
169,811
+8,270
173
$9.09M 0.19%
168,859
-289,229
174
$9.04M 0.19%
250,894
+5,753
175
$8.86M 0.19%
358,947
-6,556
5 6
7
8 9