KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
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
777
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.9M
3
+$9.22M
4
NOG icon
Northern Oil and Gas
NOG
+$8.53M
5
UTI icon
Universal Technical Institute
UTI
+$8M

Top Sells

1
+$14.7M
2
+$13.3M
3
+$11.2M
4
VST icon
Vistra
VST
+$9.58M
5
WNS
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.62%
3 Healthcare 16.37%
4 Technology 13.36%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.11M 0.17%
932,694
+123,812
202
$8.11M 0.17%
507,872
+195,205
203
$7.83M 0.17%
191,381
-45,003
204
$7.79M 0.17%
72,028
+6,482
205
$7.77M 0.17%
206,415
-204,386
206
$7.75M 0.17%
502,846
+51,928
207
$7.74M 0.17%
483,969
+46,380
208
$7.57M 0.16%
202,873
-22,720
209
$7.55M 0.16%
53,538
-11,883
210
$7.54M 0.16%
44,428
+7,799
211
$7.47M 0.16%
658,422
-57,107
212
$7.39M 0.16%
213,031
-8,201
213
$7.39M 0.16%
609,917
+90,926
214
$7.38M 0.16%
298,150
-33,281
215
$7.37M 0.16%
184,057
-9,630
216
$7.31M 0.16%
173,840
+35,431
217
$7.28M 0.16%
151,686
+2,396
218
$7.27M 0.16%
65,254
-4,737
219
$7.24M 0.15%
98,639
+15,732
220
$7.19M 0.15%
23,014
+11,617
221
$7.18M 0.15%
304,030
-35,070
222
$7.05M 0.15%
687,341
-115,872
223
$7.05M 0.15%
65,173
+9,989
224
$7.05M 0.15%
331,267
+2,204
225
$7.02M 0.15%
319,848
-15,753
7 8
9
10 11