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
151
$10.1M 0.21%
290,082
-7,986
152
$9.93M 0.21%
83,933
-17,340
153
$9.91M 0.21%
71,154
-4,809
154
$9.87M 0.21%
+113,084
155
$9.84M 0.21%
120,394
-6,778
156
$9.82M 0.21%
268,179
-8,250
157
$9.76M 0.21%
410,125
-8,494
158
$9.74M 0.21%
256,901
-12,255
159
$9.67M 0.21%
82,689
-6,072
160
$9.64M 0.21%
613,100
+534,460
161
$9.61M 0.21%
320,155
-36,263
162
$9.61M 0.21%
45,595
-13,331
163
$9.52M 0.2%
407,761
+114,887
164
$9.49M 0.2%
518,874
-51,135
165
$9.31M 0.2%
113,956
+30,246
166
$9.26M 0.2%
214,255
+32,522
167
$9.23M 0.2%
189,755
-39,684
168
$9.23M 0.2%
63,373
+5,882
169
$9.2M 0.2%
14,223
-638
170
$9.2M 0.2%
654,116
+969
171
$9.11M 0.19%
169,811
+8,270
172
$9.09M 0.19%
168,859
-289,229
173
$9.04M 0.19%
250,894
+5,753
174
$8.86M 0.19%
358,947
-6,556
175
$8.85M 0.19%
32,263
+20,767
5 6
7
8 9