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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96.1K 0.06%
6,263
-610
77
$94.2K 0.06%
1,450
78
$92.7K 0.06%
+9,592
79
$91.2K 0.06%
1,581
80
$88.8K 0.06%
+21,402
81
$88.3K 0.05%
580
82
$84.8K 0.05%
3,089
83
$82.9K 0.05%
6,654
-742
84
$82.9K 0.05%
559
85
$81.1K 0.05%
4,041
+945
86
$77K 0.05%
1,328
87
$69.2K 0.04%
595
-48,342
88
$53.8K 0.03%
1,700
89
$52.6K 0.03%
+100
90
$52.1K 0.03%
150
91
$50.6K 0.03%
+2,144
92
$50.5K 0.03%
458
-157
93
$36.6K 0.02%
+70
94
$36K 0.02%
1,582
95
$35.4K 0.02%
+168
96
$32.9K 0.02%
+346
97
$29.2K 0.02%
142
98
$28.9K 0.02%
30
99
$26.9K 0.02%
1,458
-414
100
$26.8K 0.02%
157
2 3
4
5 6