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
51
$1.15M 0.53%
20,420
-84
52
$1.14M 0.52%
42,629
-994
53
$1.11M 0.51%
6,713
+256
54
$1.06M 0.49%
5,005
+38
55
$1.05M 0.48%
42,963
+85
56
$1.02M 0.47%
28,923
-296
57
$996K 0.46%
3,271
+11
58
$987K 0.45%
3,313
-104
59
$972K 0.45%
18,892
-396
60
$944K 0.43%
2,330
-34
61
$935K 0.43%
22,379
+129
62
$927K 0.43%
118,000
+1,900
63
$919K 0.42%
3,395
+13
64
$912K 0.42%
3,230
+78
65
$864K 0.4%
+3,081
66
$854K 0.39%
4,113
-28
67
$802K 0.37%
3,083
+202
68
$789K 0.36%
8,746
-210
69
$776K 0.36%
6,750
70
$757K 0.35%
4,672
-61
71
$750K 0.34%
+2,514
72
$740K 0.34%
4,544
+32
73
$713K 0.33%
13,967
-4,368
74
$683K 0.31%
3,090
-16
75
$681K 0.31%
55,619
1 2
3
4 5