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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.94M
3
+$2.68M
4
DHI icon
D.R. Horton
DHI
+$1.86M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.22M

Top Sells

1
+$6.16M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96K 0.14%
+1,600
52
$93K 0.13%
6,004
-760
53
$89K 0.13%
796
-107
54
$78K 0.11%
+1,480
55
$70K 0.1%
+4,988
56
$69K 0.1%
+40,000
57
$46K 0.07%
+400
58
$39K 0.06%
980
59
$38K 0.06%
980
60
$34K 0.05%
2,250
61
$32K 0.05%
2,000
62
$24K 0.03%
212
-61
63
$23K 0.03%
1,037
64
$22K 0.03%
752
65
$22K 0.03%
310
66
$16K 0.02%
500
67
$15K 0.02%
300
+100
68
$15K 0.02%
380
69
$13K 0.02%
100
70
$11K 0.02%
88
71
$9K 0.01%
208
72
$8K 0.01%
165
73
$7K 0.01%
67
74
$6K 0.01%
50
75
$6K 0.01%
+75
1 2
3
4 5