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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.94M
3
+$2.68M
4
DHI icon
D.R. Horton
DHI
+$1.86M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.22M

Top Sells

1
+$6.16M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,640
102
$0 ﹤0.01%
10
103
– –
-55,978
104
$0 ﹤0.01%
+10
105
– –
0
106
– –
-113,762
107
– –
-4,515
108
– –
-5,847
109
– –
-4,920
110
– –
-1,674
111
$0 ﹤0.01%
200
112
– –
-7,000
113
$0 ﹤0.01%
3
114
– –
0
1 2 3 4
5