KIG

Kennedy Investment Group Portfolio holdings

AUM $235M
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
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
1
$18.1M 8.32%
1,196,069
-10,568
2
$17M 7.84%
73,108
-999
3
$12M 5.52%
64,407
-88
4
$8.85M 4.07%
51,297
+4,287
5
$6.65M 3.06%
54,758
+7,725
6
$6.57M 3.02%
71,945
+2,995
7
$6.53M 3.01%
621,771
+333
8
$5.81M 2.67%
97,685
+7,759
9
$5.73M 2.64%
+865,546
10
$5.28M 2.43%
10,696
+111
11
$4.69M 2.16%
5,798
+722
12
$4.57M 2.1%
83,145
+10,000
13
$4.36M 2%
325,396
-28,840
14
$4.01M 1.84%
23,151
-154
15
$3.79M 1.75%
22,694
+825
16
$3.44M 1.58%
75,699
+1,301
17
$3.02M 1.39%
285,641
-18,665
18
$2.7M 1.24%
13,668
-43
19
$2.62M 1.21%
18,692
-233
20
$2.58M 1.19%
34,933
-457
21
$2.51M 1.15%
5,823
-33
22
$2.38M 1.1%
185,169
-22,794
23
$2.36M 1.09%
38,599
+14,116
24
$2.25M 1.03%
4,343
-668
25
$2.18M 1%
54,964
-896
1
2 3 4 5