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
201
$8.11M 0.17%
507,872
+195,205
202
$7.83M 0.17%
191,381
-45,003
203
$7.79M 0.17%
72,028
+6,482
204
$7.77M 0.17%
206,415
-204,386
205
$7.75M 0.17%
502,846
+51,928
206
$7.74M 0.17%
483,969
+46,380
207
$7.57M 0.16%
202,873
-22,720
208
$7.55M 0.16%
53,538
-11,883
209
$7.54M 0.16%
44,428
+7,799
210
$7.47M 0.16%
658,422
-57,107
211
$7.39M 0.16%
213,031
-8,201
212
$7.39M 0.16%
609,917
+90,926
213
$7.38M 0.16%
298,150
-33,281
214
$7.37M 0.16%
184,057
-9,630
215
$7.31M 0.16%
173,840
+35,431
216
$7.28M 0.16%
151,686
+2,396
217
$7.27M 0.16%
65,254
-4,737
218
$7.24M 0.15%
98,639
+15,732
219
$7.19M 0.15%
23,014
+11,617
220
$7.18M 0.15%
304,030
-35,070
221
$7.05M 0.15%
687,341
-115,872
222
$7.05M 0.15%
65,173
+9,989
223
$7.05M 0.15%
331,267
+2,204
224
$7.02M 0.15%
319,848
-15,753
225
$6.98M 0.15%
308,008
+46,730
7 8
9
10 11