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
$77.8M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.47M
3
+$1.99M
4
ADI icon
Analog Devices
ADI
+$1.45M
5
KLAC icon
KLA
KLAC
+$1.45M

Top Sells

1
+$3.36M
2
+$3.27M
3
+$2.58M
4
DHI icon
D.R. Horton
DHI
+$2.43M
5
COP icon
ConocoPhillips
COP
+$2.34M

Sector Composition

1 Technology 28.03%
2 Communication Services 11.94%
3 Healthcare 11.22%
4 Industrials 8.45%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 1.28%
16,803
+898
27
$823K 1.06%
31,825
+285
28
$795K 1.02%
22,160
+412
29
$728K 0.94%
19,171
-67,969
30
$724K 0.93%
10,200
-66
31
$601K 0.77%
7,357
-251
32
$512K 0.66%
7,474
-160
33
$497K 0.64%
6,138
+299
34
$391K 0.5%
4,338
-39
35
$390K 0.5%
6,873
-330
36
$358K 0.46%
6,639
-130
37
$335K 0.43%
+9,141
38
$323K 0.42%
17,043
-1,058
39
$256K 0.33%
11,250
+3,750
40
$194K 0.25%
12,900
+400
41
$176K 0.23%
3,663
-1,697
42
$164K 0.21%
1,000
43
$159K 0.2%
2,988
+60
44
$156K 0.2%
1,950
+150
45
$145K 0.19%
+5,030
46
$139K 0.18%
+15,197
47
$137K 0.18%
2,819
+118
48
$137K 0.18%
7,342
+487
49
$134K 0.17%
+6,500
50
$132K 0.17%
+2,467
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