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
$77.8M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.47M
3
+$1.99M
4
ADI icon
Analog Devices
ADI
+$1.45M
5
KLAC icon
KLA
KLAC
+$1.45M

Top Sells

1
+$3.36M
2
+$3.27M
3
+$2.58M
4
DHI icon
D.R. Horton
DHI
+$2.43M
5
COP icon
ConocoPhillips
COP
+$2.34M

Sector Composition

1 Technology 28.03%
2 Communication Services 11.94%
3 Healthcare 11.22%
4 Industrials 8.45%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-67
102
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-5,239
103
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-6,946
104
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-13
105
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-400
106
– –
-20,184
107
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-129
108
– –
-2,228
109
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-1,037
110
– –
-38,968
111
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-9
112
– –
-70,227
113
– –
-79
114
$0 ﹤0.01%
8
1 2 3 4
5