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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.69M
3
+$7.58M
4
ARES icon
Ares Management
ARES
+$6.79M
5
HCA icon
HCA Healthcare
HCA
+$5.99M

Top Sells

1
+$9.7M
2
+$8.37M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$7.42M
5
DUK icon
Duke Energy
DUK
+$7.13M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$70.1K 0.03%
841
102
$70.1K 0.03%
1,673
+978
103
$69.9K 0.03%
559
104
$69.4K 0.03%
584
-123
105
$58.2K 0.03%
+157
106
$57.6K 0.03%
338
+330
107
$55.8K 0.03%
1,842
108
$52.4K 0.03%
150
109
$49.9K 0.02%
2,144
110
$45.6K 0.02%
231
111
$41.1K 0.02%
724
-26
112
$39.7K 0.02%
+230
113
$39.3K 0.02%
2,789
114
$34.4K 0.02%
282
-62,526
115
$32.4K 0.02%
+1,100
116
$28.9K 0.01%
+1,086
117
$28.7K 0.01%
+417
118
$27K 0.01%
273
+200
119
$25.9K 0.01%
+479
120
$25.6K 0.01%
+504
121
$24.4K 0.01%
400
122
$22.8K 0.01%
+625
123
$21.5K 0.01%
1,508
124
$20.7K 0.01%
157
125
$20.3K 0.01%
69
3 4
5
6 7