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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.58M
3
+$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1
+$5.49M
2
+$5.06M
3
+$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.29%
2,538
+112
52
$513K 0.28%
1,854
-121
53
$501K 0.27%
2,594
-414
54
$491K 0.27%
12,794
-7,832
55
$470K 0.25%
2,887
+120
56
$439K 0.24%
3,174
+124
57
$434K 0.23%
4,477
+194
58
$433K 0.23%
6,121
+259
59
$416K 0.22%
5,087
+173
60
$389K 0.21%
+4,194
61
$385K 0.21%
6,047
+294
62
$367K 0.2%
4,024
+1,197
63
$361K 0.2%
+22,366
64
$346K 0.19%
4,312
+234
65
$318K 0.17%
8,009
66
$314K 0.17%
1,574
67
$303K 0.16%
3,541
-288
68
$292K 0.16%
1,292
+623
69
$230K 0.12%
1,184
70
$220K 0.12%
1,372
+227
71
$207K 0.11%
7,166
+1,560
72
$190K 0.1%
7,613
+1,567
73
$179K 0.1%
14,251
74
$151K 0.08%
2,225
+647
75
$143K 0.08%
1,487
+428
1 2
3
4 5