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
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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139
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140
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-9,598
142
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