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
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.32%
8,074
-451
52
$124K 0.2%
4,283
+203
53
$123K 0.2%
9,596
+3,263
54
$123K 0.2%
10,923
+377
55
$122K 0.2%
+5,000
56
$120K 0.2%
8,248
+241
57
$114K 0.19%
28,385
-15,010
58
$106K 0.17%
4,854
+301
59
$103K 0.17%
1,208
+94
60
$103K 0.17%
2,660
+80
61
$102K 0.17%
+2,752
62
$94K 0.15%
13,310
+210
63
$93K 0.15%
42,841
+633
64
$92K 0.15%
39,442
+13,770
65
$84K 0.14%
6,693
+515
66
$80K 0.13%
2,356
-243
67
$79K 0.13%
2,386
+128
68
$79K 0.13%
2,921
+221
69
$77K 0.13%
756
70
$74K 0.12%
4,050
71
$70K 0.11%
5,685
+109
72
$65K 0.11%
3,658
-1,889
73
$65K 0.11%
518
74
$55K 0.09%
1,139
-13,192
75
$54K 0.09%
1,145
1 2
3
4 5