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
201
$7.92M 0.17%
396,041
-11,720
202
$7.92M 0.17%
24,579
+1,565
203
$7.87M 0.17%
225,845
+22,130
204
$7.87M 0.17%
37,319
+35,965
205
$7.85M 0.17%
61,596
-89,288
206
$7.85M 0.17%
70,135
-1,893
207
$7.83M 0.17%
40,761
-3,152
208
$7.79M 0.17%
430,871
+129,828
209
$7.77M 0.17%
+15,697
210
$7.74M 0.17%
252,168
-106,779
211
$7.73M 0.17%
386,809
-44,324
212
$7.71M 0.17%
588,177
-65,939
213
$7.68M 0.17%
320,876
-65,183
214
$7.65M 0.17%
19,591
-3,178
215
$7.64M 0.17%
62,051
-35,958
216
$7.63M 0.17%
560,311
-250,587
217
$7.61M 0.17%
+34,089
218
$7.56M 0.17%
368,731
-94,031
219
$7.54M 0.17%
85,110
-13,529
220
$7.52M 0.17%
64,140
+19,384
221
$7.47M 0.17%
74,593
+9,420
222
$7.45M 0.16%
443,238
+9,964
223
$7.4M 0.16%
547,211
-68,415
224
$7.34M 0.16%
259,438
-100,632
225
$7.28M 0.16%
14,737
+4,508
7 8
9
10 11