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
$4.53B
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
1
$52.6M 1.16%
559,728
-130,983
2
$51.1M 1.13%
420,542
+55,407
3
$48.5M 1.07%
112,699
+26,704
4
$46.3M 1.02%
198,593
+43,301
5
$34.2M 0.75%
215,913
-42,319
6
$33.6M 0.74%
832,447
-77,060
7
$32.6M 0.72%
300,262
-52,070
8
$32.3M 0.71%
451,733
-64,867
9
$32.3M 0.71%
522,656
+99,312
10
$31.3M 0.69%
35,340
+3,330
11
$30.3M 0.67%
51,874
+7,671
12
$29.7M 0.66%
1,095,645
-283,942
13
$28.8M 0.64%
296,007
-42,395
14
$28.3M 0.62%
1,610,331
-292,824
15
$28.2M 0.62%
297,486
-55,449
16
$27.8M 0.61%
96,743
-9,764
17
$25.6M 0.57%
119,010
-14,459
18
$25.4M 0.56%
603,478
-2,040
19
$25M 0.55%
889,492
-117,470
20
$24M 0.53%
902,408
-188,517
21
$23.4M 0.52%
40,946
+5,799
22
$22.5M 0.5%
226,198
-38,615
23
$22.4M 0.49%
456,568
-89,347
24
$22.3M 0.49%
519,676
-50,620
25
$21.3M 0.47%
1,446,589
-48,418
1
2 3 4 5