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
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.09%
1,965
77
$43K 0.07%
906
-496
78
$33K 0.05%
584
79
$26K 0.04%
+299
80
$25K 0.04%
558
81
$23K 0.04%
+422
82
$19K 0.03%
1,037
-260
83
$16K 0.03%
788
84
$15K 0.02%
250
85
$13K 0.02%
100
86
$12K 0.02%
156
-70
87
$11K 0.02%
+88
88
$11K 0.02%
98
89
$9K 0.01%
208
90
$9K 0.01%
351
91
$9K 0.01%
111
-5
92
$8K 0.01%
583
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93
$7K 0.01%
690
94
$7K 0.01%
100
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95
$7K 0.01%
+105
96
$6K 0.01%
+63
97
$6K 0.01%
207
+182
98
$6K 0.01%
+53
99
$6K 0.01%
+140
100
$6K 0.01%
+63
2 3
4
5 6