KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.22%
1,614
-57
52
$523K 0.21%
27,992
+4,115
53
$481K 0.2%
2,306
-105
54
$454K 0.19%
10,963
+68
55
$446K 0.18%
2,042
-105
56
$406K 0.17%
4,428
-182
57
$392K 0.16%
1,272
58
$379K 0.16%
1,733
-37
59
$359K 0.15%
6,506
-6,551
60
$358K 0.15%
7,909
-100
61
$357K 0.15%
1,120
-26
62
$357K 0.15%
5,044
-250
63
$356K 0.15%
2,557
-55
64
$353K 0.15%
5,092
-251
65
$341K 0.14%
8,048
66
$336K 0.14%
3,697
-183
67
$335K 0.14%
16,390
-910
68
$335K 0.14%
5,332
-135
69
$327K 0.13%
2,584
70
$312K 0.13%
1,141
-23
71
$303K 0.12%
1,403
+16
72
$285K 0.12%
17,905
-909
73
$284K 0.12%
2,500
-1,000
74
$267K 0.11%
1,438
-84
75
$262K 0.11%
951
-22
1 2
3
4 5