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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.58M
3
+$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1
+$5.49M
2
+$5.06M
3
+$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.21%
2,476
27
$1.78M 0.96%
43,242
+10,396
28
$1.72M 0.93%
3,798
-483
29
$1.59M 0.86%
9,207
-1,505
30
$1.45M 0.78%
15,660
+37
31
$1.34M 0.72%
13,081
+12,842
32
$1.33M 0.72%
+33,352
33
$1.3M 0.7%
12,817
+12,549
34
$1.29M 0.7%
83,150
-550
35
$1.28M 0.69%
+38,195
36
$1.26M 0.68%
+10,212
37
$1.21M 0.65%
10,986
-581
38
$1.21M 0.65%
62,819
-8,622
39
$1.2M 0.65%
62,816
-7,843
40
$1.17M 0.63%
13,281
+9,816
41
$1.11M 0.6%
+12,330
42
$1.03M 0.56%
+18,984
43
$985K 0.53%
81,447
-5,918
44
$969K 0.52%
12,658
+8,677
45
$959K 0.52%
+8,087
46
$863K 0.47%
40,978
-3,006
47
$777K 0.42%
6,374
-291
48
$668K 0.36%
5,308
49
$588K 0.32%
8,633
-4,260
50
$575K 0.31%
28,098
-8,166
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2
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