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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.24%
4,283
+1,633
52
$376K 0.23%
12,871
+5,977
53
$375K 0.23%
5,862
+2,337
54
$358K 0.22%
+8,009
55
$357K 0.22%
4,078
+1,657
56
$352K 0.22%
5,753
+2,329
57
$322K 0.2%
3,465
+224
58
$313K 0.19%
3,829
-9,332
59
$304K 0.19%
3,981
-7,294
60
$267K 0.17%
2,827
+1,589
61
$266K 0.17%
1,574
62
$217K 0.13%
1,470
+1,467
63
$206K 0.13%
1,184
64
$197K 0.12%
1,145
-100
65
$189K 0.12%
14,251
66
$172K 0.11%
6,046
-350
67
$151K 0.09%
500
68
$140K 0.09%
+23,733
69
$140K 0.09%
669
-3,666
70
$134K 0.08%
1,578
-78
71
$129K 0.08%
5,606
-555
72
$115K 0.07%
26,723
-962
73
$105K 0.07%
1,059
-112
74
$101K 0.06%
2,682
+2,677
75
$97.4K 0.06%
616
+5
1 2
3
4 5