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
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.05%
8,678
+271
27
$2.44M 1%
3,446
+130
28
$2.39M 0.98%
45,572
+407
29
$2.17M 0.89%
11,936
+394
30
$1.84M 0.76%
12,099
+592
31
$1.56M 0.64%
4,987
+42
32
$1.53M 0.63%
32,236
+2,100
33
$1.39M 0.57%
12,609
+232
34
$1.39M 0.57%
10,401
+559
35
$1.23M 0.51%
37,287
+2,635
36
$1.22M 0.5%
62,750
+1,173
37
$1.2M 0.49%
11,728
+646
38
$1.16M 0.48%
22,020
+1,468
39
$1.13M 0.46%
7,761
+413
40
$1.13M 0.46%
57,312
-152
41
$1M 0.41%
18,262
+1,017
42
$896K 0.37%
6,072
+72
43
$884K 0.36%
2,898
-69
44
$880K 0.36%
40,364
+2,891
45
$839K 0.34%
10,597
+1,256
46
$817K 0.34%
18,610
+150
47
$725K 0.3%
35,049
+3,190
48
$611K 0.25%
1,373
49
$611K 0.25%
5,630
+26
50
$531K 0.22%
18,352
-752
1
2
3 4 5