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
76
$667K 0.31%
2,070
-109
77
$656K 0.3%
60,662
-4,730
78
$638K 0.29%
3,088
-1
79
$630K 0.29%
1,195
+4
80
$590K 0.27%
5,605
+759
81
$532K 0.24%
6,585
+10
82
$518K 0.24%
3,044
-64
83
$518K 0.24%
3,786
-664
84
$498K 0.23%
1,082
85
$491K 0.23%
+7,326
86
$487K 0.22%
4,404
-67
87
$476K 0.22%
45,095
-1,470
88
$473K 0.22%
+9,296
89
$461K 0.21%
4,057
+590
90
$442K 0.2%
20,077
-6,094
91
$438K 0.2%
897
-71
92
$436K 0.2%
3,196
-13
93
$436K 0.2%
4,540
+580
94
$433K 0.2%
2,826
-8
95
$406K 0.19%
+12,201
96
$406K 0.19%
2,093
-69
97
$404K 0.19%
2,000
+339
98
$383K 0.18%
1,465
-58
99
$339K 0.16%
580
-253
100
$313K 0.14%
4,100
2 3
4
5 6