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
151
$9.38M 0.21%
97,044
-5,581
152
$9.33M 0.21%
145,324
-73,520
153
$9.28M 0.21%
728,803
-467,558
154
$9.15M 0.2%
53,060
-8,220
155
$9.12M 0.2%
133,859
+98,824
156
$9.11M 0.2%
86,914
-18,114
157
$9.09M 0.2%
88,303
-25,653
158
$9M 0.2%
182,079
-47,397
159
$9M 0.2%
302,582
+86,406
160
$8.99M 0.2%
76,740
+49,125
161
$8.95M 0.2%
112,796
+23,833
162
$8.94M 0.2%
174,476
-16,905
163
$8.91M 0.2%
53,448
-28,112
164
$8.9M 0.2%
93,963
-38,191
165
$8.86M 0.2%
46,447
-7,091
166
$8.86M 0.2%
+173,096
167
$8.84M 0.2%
74,441
-8,248
168
$8.8M 0.19%
30,352
-1,911
169
$8.77M 0.19%
45,865
-3,112
170
$8.77M 0.19%
69,527
-10,763
171
$8.7M 0.19%
+100,677
172
$8.66M 0.19%
141,641
+31,006
173
$8.59M 0.19%
141,432
-71,782
174
$8.59M 0.19%
1,450,895
+536,247
175
$8.58M 0.19%
79,596
-33,488
5 6
7
8 9