KCM

Kennedy Capital Management Portfolio holdings

AUM $4.19B
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
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 icon
WNS Holdings
WNS
+$9.44M

Sector Composition

1 Industrials 19.42%
2 Financials 18.67%
3 Healthcare 16.15%
4 Technology 13.4%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.1M 1.24%
690,711
-11,952
2
$45.1M 0.96%
365,135
-21,915
3
$38.4M 0.82%
85,995
-3,037
4
$37.7M 0.8%
909,507
+155,882
5
$37.4M 0.8%
258,232
-6,484
6
$35.4M 0.76%
516,600
+64,127
7
$34.7M 0.74%
352,332
-10,634
8
$33.1M 0.71%
1,379,587
-172,060
9
$32.7M 0.7%
155,292
-13,829
10
$30.1M 0.64%
1,903,155
+143,543
11
$29M 0.62%
32,010
+9,666
12
$26.5M 0.57%
133,469
+7,090
13
$26.4M 0.57%
423,344
+290,399
14
$26.3M 0.56%
264,813
-24,199
15
$25.9M 0.55%
338,402
-259
16
$25.3M 0.54%
818,075
-61,961
17
$25.1M 0.54%
1,006,962
+59,043
18
$24.6M 0.53%
170,278
+2,263
19
$24.4M 0.52%
1,090,925
+52,115
20
$23.9M 0.51%
352,935
+89,759
21
$23.8M 0.51%
143,050
-9,935
22
$23.7M 0.51%
607,717
+23,578
23
$23.7M 0.51%
605,518
-51,492
24
$23.6M 0.51%
625,774
+41,129
25
$23.5M 0.5%
1,764,966
+206,226
1
2 3 4 5