KIG

Kennedy Investment Group Portfolio holdings

AUM $252M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.01M
3
+$5.51M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.84%
2 Technology 10.91%
3 Financials 6.83%
4 Healthcare 6.08%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.22%
+35,192
27
$1.89M 1.21%
+17,233
28
$1.7M 1.08%
+162,385
29
$1.59M 1.01%
+151,436
30
$1.49M 0.95%
+26,660
31
$1.47M 0.93%
+23,914
32
$1.46M 0.93%
+19,117
33
$1.37M 0.87%
+21,466
34
$1.34M 0.85%
+7,400
35
$1.31M 0.83%
+3,891
36
$1.27M 0.81%
+8,780
37
$1.27M 0.81%
+5,489
38
$1.27M 0.81%
+32,253
39
$1.19M 0.76%
+82,900
40
$1.18M 0.75%
+43,756
41
$1.18M 0.75%
+4,907
42
$1.14M 0.73%
+14,475
43
$1.14M 0.73%
+27,984
44
$1.12M 0.71%
+11,511
45
$1.1M 0.7%
+5,294
46
$1.05M 0.67%
+15,743
47
$1.05M 0.67%
+79,312
48
$1.05M 0.67%
+20,129
49
$1.01M 0.65%
+7,223
50
$914K 0.58%
+22,145
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