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
176
$8.85M 0.19%
126,183
+16,362
177
$8.8M 0.19%
102,625
+2,905
178
$8.79M 0.19%
604,871
-33,494
179
$8.68M 0.19%
642,843
+116,994
180
$8.67M 0.19%
462,762
-131,768
181
$8.66M 0.19%
408,700
-45,313
182
$8.63M 0.18%
259,776
+26,667
183
$8.63M 0.18%
305,427
+10,309
184
$8.56M 0.18%
830,906
+258,570
185
$8.53M 0.18%
227,892
-9,810
186
$8.5M 0.18%
8,085
+2,672
187
$8.48M 0.18%
323,502
-82,227
188
$8.46M 0.18%
976,025
+173,595
189
$8.36M 0.18%
594,415
+2,385
190
$8.33M 0.18%
381,535
+57,691
191
$8.33M 0.18%
253,395
-18,784
192
$8.32M 0.18%
441,575
-81,048
193
$8.28M 0.18%
43,913
-2,433
194
$8.26M 0.18%
113,566
-4,176
195
$8.25M 0.18%
48,977
+7,417
196
$8.19M 0.18%
615,626
-33,238
197
$8.16M 0.17%
613,169
+52,379
198
$8.15M 0.17%
1,274,844
+108,842
199
$8.14M 0.17%
256,673
+94,088
200
$8.11M 0.17%
932,694
+123,812
6 7
8
9 10