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
101
$310K 0.14%
19,308
+366
102
$300K 0.14%
2,811
+16
103
$298K 0.14%
1,578
-10
104
$289K 0.13%
+1,440
105
$282K 0.13%
1,031
-164
106
$279K 0.13%
4,850
107
$275K 0.13%
1,868
+10
108
$273K 0.13%
6,727
-149
109
$268K 0.12%
433
-23
110
$265K 0.12%
296
-360
111
$265K 0.12%
461
+11
112
$260K 0.12%
6,738
-335
113
$259K 0.12%
4,380
-5
114
$257K 0.12%
2,671
-126
115
$238K 0.11%
32,851
+41
116
$224K 0.1%
+8,232
117
$216K 0.1%
763
-41
118
$203K 0.09%
5,181
-841
119
$193K 0.09%
14,700
-54,850
120
$129K 0.06%
12,526
+169
121
$107K 0.05%
10,588
+251
122
$29.1K 0.01%
2,333
123
– –
-18,451
124
– –
-10,419
125
– –
-4,551
2 3 4
5
6