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
101
$248K 0.16%
+5,435
102
$243K 0.15%
+458
103
$240K 0.15%
+2,164
104
$237K 0.15%
+3,295
105
$235K 0.15%
+7,920
106
$225K 0.14%
+5,113
107
$218K 0.14%
+2,154
108
$217K 0.14%
+4,656
109
$207K 0.13%
+17,432
110
$203K 0.13%
+6,943
111
$166K 0.11%
+15,926
112
$142K 0.09%
+16,217
113
$52.6K 0.03%
+11,326
114
$32.1K 0.02%
+1,389
115
$24.8K 0.02%
+11,535
116
$10.4K 0.01%
+11,000
1 2 3 4
5