KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.69M
3
+$7.58M
4
ARES icon
Ares Management
ARES
+$6.79M
5
HCA icon
HCA Healthcare
HCA
+$5.99M

Top Sells

1
+$9.7M
2
+$8.37M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$7.42M
5
DUK icon
Duke Energy
DUK
+$7.13M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.1%
45,165
-2,328
27
$2.09M 1.02%
8,407
-194
28
$1.83M 0.89%
11,542
-726
29
$1.81M 0.88%
3,316
-316
30
$1.69M 0.83%
11,507
-795
31
$1.26M 0.61%
30,136
-1,940
32
$1.2M 0.59%
61,577
+4,035
33
$1.19M 0.58%
34,652
-2,182
34
$1.15M 0.56%
12,377
-364
35
$1.13M 0.55%
7,348
-469
36
$1.13M 0.55%
57,464
-19
37
$1.08M 0.53%
9,842
-587
38
$1.02M 0.5%
4,945
39
$953K 0.47%
11,082
-712
40
$947K 0.46%
17,245
-1,082
41
$941K 0.46%
20,552
-1,490
42
$855K 0.42%
2,967
+2,931
43
$838K 0.41%
9,341
-567
44
$794K 0.39%
18,460
+492
45
$786K 0.38%
6,000
-1,309
46
$772K 0.38%
37,473
-2,656
47
$666K 0.33%
1,373
48
$659K 0.32%
31,859
+5,726
49
$616K 0.3%
13,057
50
$541K 0.26%
5,604
-5,297
1
2
3 4 5