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
$77.8M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.47M
3
+$1.99M
4
ADI icon
Analog Devices
ADI
+$1.45M
5
KLAC icon
KLA
KLAC
+$1.45M

Top Sells

1
+$3.36M
2
+$3.27M
3
+$2.58M
4
DHI icon
D.R. Horton
DHI
+$2.43M
5
COP icon
ConocoPhillips
COP
+$2.34M

Sector Composition

1 Technology 28.03%
2 Communication Services 11.94%
3 Healthcare 11.22%
4 Industrials 8.45%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129K 0.17%
+6,626
52
$127K 0.16%
+2,731
53
$124K 0.16%
1,552
+72
54
$124K 0.16%
3,857
-358
55
$122K 0.16%
+2,183
56
$121K 0.16%
11,577
+759
57
$120K 0.15%
3,117
-169
58
$98K 0.13%
41,862
+23,696
59
$96K 0.12%
+14,881
60
$85K 0.11%
1,790
+149
61
$71K 0.09%
+1,800
62
$62K 0.08%
+63
63
$44K 0.06%
6,357
+1,193
64
$29K 0.04%
211
65
$28K 0.04%
752
66
$24K 0.03%
310
67
$22K 0.03%
+265
68
$19K 0.02%
1,000
69
$19K 0.02%
300
70
$18K 0.02%
+750
71
$17K 0.02%
88
72
$15K 0.02%
320
-660
73
$15K 0.02%
380
74
$13K 0.02%
+175
75
$13K 0.02%
+350
1 2
3
4 5