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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$8.58M
3 +$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1 +$5.49M
2 +$5.06M
3 +$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$38.2K 0.02%
193
+51
102
$34.2K 0.02%
363
+17
103
$31.5K 0.02%
30
104
$26.9K 0.01%
1,458
105
$24.6K 0.01%
157
106
$22.2K 0.01%
1,508
107
$21.8K 0.01%
456
+128
108
$19.7K 0.01%
862
109
$19.6K 0.01%
125
110
$19.2K 0.01%
661
-12,210
111
$17.9K 0.01%
339
+135
112
$17.9K 0.01%
1,265
113
$17.8K 0.01%
69
114
$17.7K 0.01%
170
115
$17.4K 0.01%
837
116
$16.6K 0.01%
400
117
$15.8K 0.01%
74
118
$15.1K 0.01%
331
119
$14.4K 0.01%
308
+181
120
$14.3K 0.01%
190
+142
121
$14.2K 0.01%
125
-37,933
122
$13.8K 0.01%
100
123
$13.8K 0.01%
75
124
$13.6K 0.01%
379
125
$12.6K 0.01%
127