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
$77.8M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.47M
3
+$1.99M
4
ADI icon
Analog Devices
ADI
+$1.45M
5
KLAC icon
KLA
KLAC
+$1.45M

Top Sells

1
+$3.36M
2
+$3.27M
3
+$2.58M
4
DHI icon
D.R. Horton
DHI
+$2.43M
5
COP icon
ConocoPhillips
COP
+$2.34M

Sector Composition

1 Technology 28.03%
2 Communication Services 11.94%
3 Healthcare 11.22%
4 Industrials 8.45%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.02%
100
77
$12K 0.02%
+369
78
$11K 0.01%
112
79
$9K 0.01%
+90
80
$9K 0.01%
+48
81
$8K 0.01%
165
82
$4K 0.01%
72
-136
83
$3K ﹤0.01%
+42
84
$2K ﹤0.01%
+19
85
$2K ﹤0.01%
29
86
$2K ﹤0.01%
39
87
$1K ﹤0.01%
22
88
$1K ﹤0.01%
71
89
$1K ﹤0.01%
125
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90
$1K ﹤0.01%
20
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91
$1K ﹤0.01%
100
92
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20
93
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2
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95
$0 ﹤0.01%
12
96
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98
$0 ﹤0.01%
200
99
– –
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100
– –
0
1 2 3
4
5