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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.94M
3
+$2.68M
4
DHI icon
D.R. Horton
DHI
+$1.86M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.22M

Top Sells

1
+$6.16M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K 0.01%
+50
77
$5K 0.01%
58
78
$4K 0.01%
500
79
$3K ﹤0.01%
31
80
$3K ﹤0.01%
441
81
$2K ﹤0.01%
39
-41,689
82
$2K ﹤0.01%
100
83
$2K ﹤0.01%
71
84
$2K ﹤0.01%
+20
85
$1K ﹤0.01%
16
-98,554
86
$1K ﹤0.01%
13
87
$1K ﹤0.01%
+25
88
$1K ﹤0.01%
12
89
$1K ﹤0.01%
31
90
$1K ﹤0.01%
79
91
$1K ﹤0.01%
+20
92
– –
-119,638
93
$0 ﹤0.01%
20
94
– –
-84,944
95
– –
-6,275
96
– –
-37,849
97
– –
-4,829
98
– –
-2,791
99
– –
-100
100
– –
-3,466
1 2 3
4
5