KIG

Kennedy Investment Group Portfolio holdings

AUM $265M
1-Year Est. Return 19.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.62%
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 +$2.18M
2 +$1.45M
3 +$883K
4
ADBE icon
Adobe
ADBE
+$506K
5
MCD icon
McDonald's
MCD
+$481K

Top Sells

1 +$4.09M
2 +$2.52M
3 +$761K
4
AMD icon
Advanced Micro Devices
AMD
+$671K
5
PXD
Pioneer Natural Resource Co.
PXD
+$663K

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