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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$167K 0.11%
1,899
+105
77
$153K 0.1%
4,640
78
$151K 0.1%
3,809
79
$148K 0.1%
3,284
-150
80
$144K 0.1%
1,808
+69
81
$144K 0.1%
1,185
82
$132K 0.09%
+1,757
83
$128K 0.09%
3,195
84
$126K 0.09%
1,118
85
$111K 0.07%
554
86
$108K 0.07%
+989
87
$101K 0.07%
1,194
+80
88
$98.8K 0.07%
+1,171
89
$97.5K 0.07%
+2,884
90
$96.1K 0.06%
1,141
91
$94.9K 0.06%
+3,089
92
$94K 0.06%
5,154
93
$93.3K 0.06%
1,611
94
$90.5K 0.06%
1,450
95
$85.3K 0.06%
297
+28
96
$72.5K 0.05%
446
97
$62.7K 0.04%
640
+57
98
$60.3K 0.04%
580
99
$56.8K 0.04%
1,519
-400
100
$55K 0.04%
+1,700
2 3
4
5 6