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
76
$543K 0.33%
19,560
-4,080
77
$510K 0.31%
7,675
-1,900
78
$502K 0.31%
39,840
+1,217
79
$498K 0.3%
2,058
-15
80
$493K 0.3%
5,614
-2,619
81
$461K 0.28%
7,277
-527
82
$460K 0.28%
1,341
-45
83
$425K 0.26%
2,605
+267
84
$414K 0.25%
4,169
+43
85
$411K 0.25%
9,806
+22
86
$409K 0.25%
866
+408
87
$409K 0.25%
2,045
-395
88
$379K 0.23%
1,588
+140
89
$362K 0.22%
1,296
+10
90
$354K 0.22%
2,700
-47
91
$334K 0.2%
4,428
-16
92
$331K 0.2%
1,072
93
$325K 0.2%
864
+4
94
$314K 0.19%
7,200
+43
95
$285K 0.17%
8,350
-2,750
96
$279K 0.17%
+1,343
97
$267K 0.16%
36,923
-2,894
98
$254K 0.16%
6,237
-1,834
99
$249K 0.15%
3,173
-44
100
$247K 0.15%
2,813
-2,252
1 2 3
4
5