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
$217M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$1.76M
3
+$1.46M
4
NVDA icon
NVIDIA
NVDA
+$938K
5
CRWD icon
CrowdStrike
CRWD
+$864K

Top Sells

1
+$5.57M
2
+$721K
3
+$386K
4
MDT icon
Medtronic
MDT
+$358K
5
ADBE icon
Adobe
ADBE
+$346K

Sector Composition

1 Technology 20.01%
2 Consumer Staples 9.85%
3 Consumer Discretionary 7.45%
4 Financials 6.27%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.96%
23,314
+29
27
$1.87M 0.86%
160,036
-5,671
28
$1.84M 0.85%
2,077
+208
29
$1.76M 0.81%
+16,927
30
$1.75M 0.8%
55,632
+290
31
$1.66M 0.76%
255,048
-4,473
32
$1.62M 0.75%
1,830
+8
33
$1.57M 0.72%
39,609
+17,307
34
$1.55M 0.71%
21,590
+3
35
$1.52M 0.7%
2,651
+442
36
$1.46M 0.67%
+14,700
37
$1.44M 0.66%
17,915
+3,315
38
$1.43M 0.66%
7,258
-51
39
$1.43M 0.66%
8,387
-219
40
$1.41M 0.65%
5,146
+57
41
$1.38M 0.64%
117,039
-6,304
42
$1.36M 0.63%
17,481
+8
43
$1.34M 0.62%
29,933
+210
44
$1.34M 0.62%
12,935
+10
45
$1.33M 0.61%
84,570
-379
46
$1.31M 0.6%
5,093
-62
47
$1.3M 0.6%
7,457
+204
48
$1.29M 0.59%
15,965
-1,585
49
$1.27M 0.58%
111,190
-6,301
50
$1.23M 0.56%
10,467
+526
1
2
3 4 5