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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.22%
1,372
+176
52
$324K 0.22%
4,337
+4,323
53
$320K 0.22%
1,915
+31
54
$301K 0.2%
1,888
+29
55
$283K 0.19%
4,109
+108
56
$267K 0.18%
1,605
+51
57
$259K 0.17%
1,133
+39
58
$247K 0.17%
1,080
+30
59
$244K 0.16%
10,126
-109
60
$243K 0.16%
2,787
+97
61
$242K 0.16%
3,578
-4,862
62
$241K 0.16%
510
+11
63
$238K 0.16%
+3,439
64
$237K 0.16%
1,276
+33
65
$218K 0.15%
636
66
$216K 0.15%
+2,645
67
$195K 0.13%
17,222
+550
68
$193K 0.13%
1,250
69
$185K 0.12%
8,365
70
$178K 0.12%
1,316
+7
71
$174K 0.12%
1,344
-23
72
$173K 0.12%
2,091
-1,458
73
$172K 0.12%
2,778
+99
74
$171K 0.12%
6,585
75
$168K 0.11%
3,577
-302
1 2
3
4 5