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
51
$884K 0.56%
+5,002
52
$867K 0.55%
+42,051
53
$854K 0.54%
+1,871
54
$829K 0.53%
+81,163
55
$826K 0.53%
+8,233
56
$825K 0.53%
+3,850
57
$798K 0.51%
+5,206
58
$766K 0.49%
+2,156
59
$761K 0.48%
+21,775
60
$757K 0.48%
+2,456
61
$756K 0.48%
+3,796
62
$753K 0.48%
+2,386
63
$674K 0.43%
+55,619
64
$664K 0.42%
+4,952
65
$653K 0.42%
+2,357
66
$637K 0.41%
+10,350
67
$634K 0.4%
+5,751
68
$626K 0.4%
+1,286
69
$577K 0.37%
+16,950
70
$570K 0.36%
+3,635
71
$549K 0.35%
+3,160
72
$549K 0.35%
+15,805
73
$544K 0.35%
+2,073
74
$524K 0.33%
+99,430
75
$508K 0.32%
+7,113
1 2
3
4 5