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
176
$8.58M 0.19%
358,663
+28,167
177
$8.56M 0.19%
65,906
-4,473
178
$8.53M 0.19%
5,974
+1,828
179
$8.52M 0.19%
9,610
+2,938
180
$8.5M 0.19%
249,489
-70,666
181
$8.49M 0.19%
62,132
-3,653
182
$8.48M 0.19%
95,409
-57,464
183
$8.45M 0.19%
52,129
-11,244
184
$8.41M 0.19%
100,324
-13,242
185
$8.39M 0.19%
178,153
-78,748
186
$8.38M 0.19%
313,195
-18,072
187
$8.33M 0.18%
273,959
-46,203
188
$8.31M 0.18%
19,963
-5,089
189
$8.24M 0.18%
95,009
-29,901
190
$8.23M 0.18%
53,777
+16,452
191
$8.23M 0.18%
74,733
-10,960
192
$8.16M 0.18%
426,358
-57,611
193
$8.16M 0.18%
+374,212
194
$8.14M 0.18%
208,656
-59,523
195
$8.1M 0.18%
200,217
-47,576
196
$8.06M 0.18%
+1,042,088
197
$8.05M 0.18%
96,385
-6,514
198
$8.04M 0.18%
+153,431
199
$7.97M 0.18%
247,055
-163,070
200
$7.93M 0.18%
205,880
-45,014
6 7
8
9 10