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
$187M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.37M
3
+$906K
4
MCD icon
McDonald's
MCD
+$467K
5
ADBE icon
Adobe
ADBE
+$446K

Top Sells

1
+$4.07M
2
+$3.14M
3
+$802K
4
PXD
Pioneer Natural Resource Co.
PXD
+$742K
5
AMD icon
Advanced Micro Devices
AMD
+$692K

Sector Composition

1 Technology 15.81%
2 Consumer Staples 10.84%
3 Consumer Discretionary 8.63%
4 Financials 7%
5 Energy 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.12%
55,482
+327
27
$1.91M 1.02%
7,284
-2,827
28
$1.81M 0.96%
170,784
-1,253
29
$1.62M 0.87%
271,252
-22,280
30
$1.54M 0.82%
23,065
-127
31
$1.54M 0.82%
140,872
-593
32
$1.47M 0.78%
8,398
+234
33
$1.44M 0.77%
17,704
-17
34
$1.43M 0.77%
130,489
-6,521
35
$1.42M 0.76%
5,238
-5
36
$1.42M 0.76%
1,821
+301
37
$1.41M 0.75%
5,061
+1
38
$1.38M 0.74%
7,377
-47
39
$1.35M 0.72%
22,116
-25
40
$1.34M 0.71%
1,825
-47
41
$1.29M 0.69%
11,128
-25
42
$1.25M 0.67%
82,254
-1,311
43
$1.25M 0.67%
29,713
-25
44
$1.24M 0.66%
43,621
-27
45
$1.21M 0.65%
20,905
-11
46
$1.18M 0.63%
13,140
+64
47
$1.08M 0.57%
29,164
-35
48
$1.06M 0.57%
18,505
-15
49
$1.02M 0.54%
7,155
+157
50
$1.01M 0.54%
7,908
+11
1
2
3 4 5