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
$164M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.12M
3
+$839K
4
TSLA icon
Tesla
TSLA
+$279K
5
DVN icon
Devon Energy
DVN
+$268K

Top Sells

1
+$2.1M
2
+$480K
3
+$370K
4
MA icon
Mastercard
MA
+$363K
5
PMM
Putnam Managed Municipal Income
PMM
+$323K

Sector Composition

1 Technology 12.29%
2 Consumer Staples 12.17%
3 Consumer Discretionary 6.75%
4 Financials 6.26%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.05%
26,710
+50
27
$1.68M 1.03%
156,497
-5,888
28
$1.64M 1%
57,175
-1,185
29
$1.62M 0.99%
147,575
-3,861
30
$1.47M 0.9%
23,567
-347
31
$1.46M 0.89%
3,793
-98
32
$1.44M 0.88%
18,689
-428
33
$1.41M 0.86%
7,735
+335
34
$1.41M 0.86%
+6,902
35
$1.35M 0.83%
78,900
-4,000
36
$1.32M 0.81%
21,339
-127
37
$1.29M 0.79%
8,504
-276
38
$1.24M 0.76%
31,962
-291
39
$1.21M 0.74%
5,364
-125
40
$1.18M 0.72%
5,213
-81
41
$1.13M 0.69%
3,919
-988
42
$1.09M 0.67%
28,194
+210
43
$1.08M 0.66%
79,889
+577
44
$1.07M 0.66%
20,640
+511
45
$1.07M 0.66%
17,087
+1,344
46
$1.05M 0.64%
43,913
+157
47
$1.03M 0.63%
13,756
-719
48
$934K 0.57%
7,601
-3,910
49
$931K 0.57%
1,874
+3
50
$871K 0.53%
41,913
-138
1
2
3 4 5