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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.94%
34,040
-322
27
$1.38M 0.93%
71,822
+3,317
28
$1.28M 0.86%
105,971
-3,260
29
$1.26M 0.85%
38,647
+38,439
30
$1.23M 0.83%
23,570
+23,184
31
$1.11M 0.75%
16,953
+309
32
$1.1M 0.74%
50,223
+2,249
33
$1.08M 0.73%
+4,486
34
$1.06M 0.72%
+8,096
35
$1.05M 0.71%
+30,311
36
$1.04M 0.7%
7,942
+7,916
37
$1.01M 0.68%
15,811
+1,284
38
$918K 0.62%
40,887
-2,776
39
$828K 0.56%
5,535
+5,513
40
$823K 0.56%
14,196
+14,193
41
$809K 0.55%
39,312
-6,475
42
$727K 0.49%
7,188
-8,987
43
$678K 0.46%
7,781
+510
44
$668K 0.45%
17,178
+2,068
45
$624K 0.42%
29,582
-7,710
46
$577K 0.39%
17,933
+3,768
47
$557K 0.38%
27,454
+3,446
48
$446K 0.3%
2,950
+1,815
49
$334K 0.23%
3,233
50
$330K 0.22%
4,085
-9,785
1
2
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