KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.11%
1,562
-31
77
$236K 0.1%
1,915
-47
78
$220K 0.09%
1,381
+200
79
$218K 0.09%
2,298
-56
80
$180K 0.07%
782
81
$176K 0.07%
8,568
+1,272
82
$167K 0.07%
3,609
+136
83
$163K 0.07%
15,236
84
$158K 0.06%
214
-25
85
$134K 0.06%
1,245
+250
86
$127K 0.05%
2,345
+42
87
$113K 0.05%
1,514
-67
88
$112K 0.05%
832
89
$112K 0.05%
2,793
+40
90
$109K 0.04%
400
91
$103K 0.04%
580
92
$103K 0.04%
1,852
93
$100K 0.04%
201
-14
94
$90.2K 0.04%
3,185
95
$87.7K 0.04%
276
-36
96
$83.3K 0.03%
841
97
$81.5K 0.03%
608
+24
98
$81K 0.03%
1,168
+65
99
$80.8K 0.03%
7,627
100
$80.3K 0.03%
2,682
2 3
4
5 6