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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.94M
3
+$2.68M
4
DHI icon
D.R. Horton
DHI
+$1.86M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.22M

Top Sells

1
+$6.16M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$638K 0.92%
33,047
-5,849
27
$620K 0.9%
20,388
-1,136
28
$554K 0.8%
7,848
-627
29
$553K 0.8%
9,472
-480
30
$552K 0.8%
7,649
-286
31
$509K 0.74%
17,108
32
$507K 0.73%
17,948
-1,092
33
$455K 0.66%
9,629
-586
34
$434K 0.63%
17,375
-465
35
$388K 0.56%
5,444
-214
36
$380K 0.55%
16,450
37
$363K 0.53%
6,830
-337
38
$348K 0.5%
7,289
-1,453
39
$333K 0.48%
17,477
-2,430
40
$331K 0.48%
4,134
-203
41
$318K 0.46%
6,136
-54
42
$304K 0.44%
13,192
+5,141
43
$206K 0.3%
5,312
-225
44
$148K 0.21%
+4,519
45
$129K 0.19%
2,641
-1,870
46
$116K 0.17%
7,439
-1,003
47
$114K 0.16%
4,097
-467
48
$104K 0.15%
2,936
-391
49
$103K 0.15%
+18,166
50
$101K 0.15%
+3,200
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2
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