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

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

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
101
$75.1K 0.03%
323
102
$73.9K 0.03%
1,900
+227
103
$71.6K 0.03%
559
104
$68.8K 0.03%
157
105
$67.7K 0.03%
1,842
106
$53.9K 0.02%
338
107
$51.5K 0.02%
150
108
$48.8K 0.02%
2,024
-120
109
$40.6K 0.02%
230
110
$40.3K 0.02%
725
+1
111
$33.9K 0.01%
273
112
$31.7K 0.01%
417
113
$30.1K 0.01%
1,086
114
$28.8K 0.01%
479
115
$28.7K 0.01%
504
116
$25.3K 0.01%
625
117
$22.4K 0.01%
1,907
-3,084
118
$21.3K 0.01%
1,508
119
$21.2K 0.01%
72
-159
120
$21.1K 0.01%
157
121
$18.5K 0.01%
400
122
$18.4K 0.01%
837
123
$18.3K 0.01%
1,265
124
$16.9K 0.01%
74
125
$15.9K 0.01%
265
+250
3 4
5
6 7