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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.18%
87,365
+27,863
27
$1.79M 1.11%
4,281
+1,200
28
$1.62M 1.01%
36,704
-164
29
$1.38M 0.86%
32,846
-3,021
30
$1.38M 0.85%
71,441
+1,019
31
$1.36M 0.84%
70,659
+2,070
32
$1.32M 0.82%
15,623
-264
33
$1.31M 0.81%
11,567
+3,740
34
$1.14M 0.71%
83,700
-11,888
35
$1.12M 0.69%
22,380
-143
36
$922K 0.57%
43,984
+3,389
37
$846K 0.52%
12,893
+8,460
38
$840K 0.52%
6,665
+2,557
39
$815K 0.51%
20,626
+13,102
40
$812K 0.5%
4,415
-1,766
41
$769K 0.48%
5,308
-2,904
42
$741K 0.46%
36,264
+3,963
43
$582K 0.36%
1,975
+723
44
$543K 0.34%
3,008
45
$512K 0.32%
1,398
+447
46
$500K 0.31%
2,426
+885
47
$473K 0.29%
3,050
+1,216
48
$440K 0.27%
4,914
+1,764
49
$426K 0.26%
2,724
+980
50
$412K 0.26%
2,767
+1,135
1
2
3 4 5