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
126
– –
-10,629
127
– –
-4,082
128
– –
-451,314
2 3 4 5
6