KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.74%
77,120
-332
27
$974K 1.59%
23,567
+6,682
28
$937K 1.53%
6,228
-117
29
$913K 1.49%
42,036
-827
30
$829K 1.36%
36,511
-1,027
31
$808K 1.32%
11,819
-372
32
$806K 1.32%
17,467
-2,313
33
$801K 1.31%
44,766
-9,010
34
$788K 1.29%
13,522
-194
35
$750K 1.23%
+9,814
36
$746K 1.22%
44,542
-1,929
37
$726K 1.19%
+22,978
38
$687K 1.12%
21,461
-272
39
$676K 1.11%
34,227
-2,087
40
$661K 1.08%
16,433
-1,186
41
$605K 0.99%
7,756
+7,699
42
$573K 0.94%
7,239
+4,800
43
$526K 0.86%
20,163
-51
44
$518K 0.85%
9,149
-157
45
$492K 0.8%
+7,505
46
$452K 0.74%
3,890
+1,013
47
$384K 0.63%
5,319
-148
48
$350K 0.57%
78,869
+75,311
49
$243K 0.4%
5,139
-189
50
$238K 0.39%
4,898
-54
1
2
3 4 5