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
51
$1M 0.54%
13,000
-550
52
$959K 0.51%
22,129
+51
53
$958K 0.51%
4,784
+2
54
$942K 0.5%
40,988
-1,724
55
$921K 0.49%
6,100
+14
56
$919K 0.49%
2,395
+56
57
$910K 0.49%
18,255
-154
58
$895K 0.48%
19,430
-100
59
$894K 0.48%
1,840
+258
60
$881K 0.47%
4,132
+64
61
$865K 0.46%
3,067
+1,655
62
$848K 0.45%
3,136
+309
63
$842K 0.45%
3,305
-154
64
$812K 0.43%
3,350
+416
65
$810K 0.43%
110,900
-500
66
$766K 0.41%
4,839
+4
67
$739K 0.39%
73,550
-2,500
68
$719K 0.38%
68,399
-8,754
69
$705K 0.38%
4,606
+33
70
$687K 0.37%
55,619
71
$667K 0.36%
3,249
-25
72
$642K 0.34%
17,566
+6,122
73
$626K 0.33%
8,721
+149
74
$621K 0.33%
2,184
+22
75
$611K 0.33%
45,989
+1,875
1 2
3
4 5