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
$237M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.05M
3
+$4.86M
4
HOOD icon
Robinhood
HOOD
+$3.65M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.74M

Top Sells

1
+$12.2M
2
+$5.86M
3
+$2.83M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
PAYX icon
Paychex
PAYX
+$974K

Sector Composition

1 Technology 32.24%
2 Communication Services 16.9%
3 Consumer Staples 9.61%
4 Consumer Discretionary 9.49%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
76
TJX Companies
TJX
$177B
$286K 0.12%
1,863
-52
DT icon
77
Dynatrace
DT
$11.1B
$282K 0.12%
6,506
HSY icon
78
Hershey
HSY
$47.6B
$277K 0.12%
1,521
-41
XLB icon
79
State Street Materials Select Sector SPDR ETF
XLB
$7.23B
$266K 0.11%
5,874
+54
CME icon
80
CME Group
CME
$117B
$253K 0.11%
925
-26
PCAR icon
81
PACCAR
PCAR
$63.7B
$245K 0.1%
2,235
-63
QCOM icon
82
Qualcomm
QCOM
$147B
$236K 0.1%
1,381
GOOG icon
83
Alphabet (Google) Class C
GOOG
$3.67T
$218K 0.09%
+695
STRL icon
84
Sterling Infrastructure
STRL
$12.8B
$212K 0.09%
691
-91
PPG icon
85
PPG Industries
PPG
$26.4B
$205K 0.09%
2,000
SOUN icon
86
SoundHound AI
SOUN
$3.6B
$162K 0.07%
16,221
+485
CL icon
87
Colgate-Palmolive
CL
$76.4B
– –
-3,698
BSCP
88
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-36,955
DELL icon
89
Dell
DELL
$95.7B
– –
-86,321
GRMN icon
90
Garmin
GRMN
$48.3B
– –
-2,306
MRSH
91
Marsh
MRSH
$89.2B
– –
-2,039
OXY icon
92
Occidental Petroleum
OXY
$52.9B
– –
-123,963
PAYX icon
93
Paychex
PAYX
$34.3B
– –
-7,687
XLK icon
94
State Street Technology Select Sector SPDR ETF
XLK
$86.9B
– –
-20,078
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