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
$187M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.37M
3 +$906K
4
MCD icon
McDonald's
MCD
+$467K
5
ADBE icon
Adobe
ADBE
+$446K

Top Sells

1 +$4.07M
2 +$3.14M
3 +$802K
4
PXD
Pioneer Natural Resource Co.
PXD
+$742K
5
AMD icon
Advanced Micro Devices
AMD
+$692K

Sector Composition

1 Technology 15.81%
2 Consumer Staples 10.84%
3 Consumer Discretionary 8.63%
4 Financials 7%
5 Energy 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,845