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
76
$507K 0.32%
+1,386
77
$495K 0.32%
+7,804
78
$487K 0.31%
+4,126
79
$481K 0.31%
+5,455
80
$468K 0.3%
+9,575
81
$449K 0.29%
+38,623
82
$423K 0.27%
+9,784
83
$420K 0.27%
+2,338
84
$417K 0.27%
+90,400
85
$414K 0.26%
+8,071
86
$387K 0.25%
+2,747
87
$376K 0.24%
+5,065
88
$361K 0.23%
+39,817
89
$359K 0.23%
+1,448
90
$345K 0.22%
+23,640
91
$342K 0.22%
+4,444
92
$342K 0.22%
+7,157
93
$339K 0.22%
+1,286
94
$331K 0.21%
+1,072
95
$324K 0.21%
+2,440
96
$311K 0.2%
+2,455
97
$308K 0.2%
+11,100
98
$302K 0.19%
+860
99
$277K 0.18%
+3,217
100
$277K 0.18%
+15,057
1 2 3
4
5