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
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$372K
3
+$318K
4
CRWD icon
CrowdStrike
CRWD
+$161K
5
DELL icon
Dell
DELL
+$104K

Top Sells

1
+$5.55M
2
+$4.88M
3
+$2.48M
4
DT icon
Dynatrace
DT
+$362K
5
PLTR icon
Palantir
PLTR
+$288K

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
HSY icon
76
Hershey
HSY
$40.1B
$259K 0.11%
1,562
-31
TJX icon
77
TJX Companies
TJX
$175B
$236K 0.1%
1,915
-47
QCOM icon
78
Qualcomm
QCOM
$171B
$220K 0.09%
1,381
+200
PCAR icon
79
PACCAR
PCAR
$63.7B
$218K 0.09%
2,298
-56
STRL icon
80
Sterling Infrastructure
STRL
$10.8B
$180K 0.07%
782
BSCS icon
81
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.22B
$176K 0.07%
8,568
+1,272
PSCT icon
82
Invesco S&P SmallCap Information Technology ETF
PSCT
$351M
$167K 0.07%
3,609
+136
SOUN icon
83
SoundHound AI
SOUN
$4.66B
$163K 0.07%
15,236
META icon
84
Meta Platforms (Facebook)
META
$1.56T
$158K 0.06%
214
-25
XOM icon
85
Exxon Mobil
XOM
$548B
$134K 0.06%
1,245
+250
PSCF icon
86
Invesco S&P SmallCap Financials ETF
PSCF
$20.4M
$127K 0.05%
2,345
+42
CTVA icon
87
Corteva
CTVA
$47.1B
$113K 0.05%
1,514
-67
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$112K 0.05%
832
PSCH icon
89
Invesco S&P SmallCap Health Care ETF
PSCH
$149M
$112K 0.05%
2,793
+40
CRM icon
90
Salesforce
CRM
$213B
$109K 0.04%
400
GOOG icon
91
Alphabet (Google) Class C
GOOG
$3.99T
$103K 0.04%
580
IBKR icon
92
Interactive Brokers
IBKR
$32.7B
$103K 0.04%
1,852
MSFT icon
93
Microsoft
MSFT
$3.42T
$100K 0.04%
201
-14
CECO icon
94
Ceco Environmental
CECO
$2.39B
$90.2K 0.04%
3,185
TSLA icon
95
Tesla
TSLA
$1.46T
$87.7K 0.04%
276
-36
SN icon
96
SharkNinja
SN
$17.9B
$83.3K 0.03%
841
PSCI icon
97
Invesco S&P SmallCap Industrials ETF
PSCI
$157M
$81.5K 0.03%
608
+24
PSCM icon
98
Invesco S&P SmallCap Materials ETF
PSCM
$12.2M
$81K 0.03%
1,168
+65
FLG
99
Flagstar Bank National Association
FLG
$5.36B
$80.8K 0.03%
7,627
BP icon
100
BP
BP
$91B
$80.3K 0.03%
2,682
2 3
4
5 6