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
51
$859K 0.53%
2,171
+15
52
$838K 0.51%
5,680
+474
53
$822K 0.5%
21,691
-84
54
$822K 0.5%
79,261
-1,902
55
$795K 0.49%
21,260
-885
56
$792K 0.48%
15,649
+5,299
57
$773K 0.47%
4,887
-2,336
58
$768K 0.47%
4,957
-45
59
$740K 0.45%
2,577
+121
60
$740K 0.45%
5,676
+724
61
$724K 0.44%
3,619
-177
62
$700K 0.43%
14,605
-1,200
63
$685K 0.42%
3,584
-266
64
$678K 0.41%
2,299
-87
65
$641K 0.39%
2,304
-53
66
$631K 0.39%
5,758
+7
67
$630K 0.39%
55,619
68
$611K 0.37%
3,747
+112
69
$608K 0.37%
1,286
70
$608K 0.37%
16,454
-496
71
$607K 0.37%
113,540
+14,110
72
$606K 0.37%
3,126
-34
73
$566K 0.35%
5,460
+5
74
$562K 0.34%
8,081
+968
75
$549K 0.34%
90,400
1 2
3
4 5