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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.4K 0.01%
410
127
$11.2K 0.01%
200
+58
128
$11.1K 0.01%
165
129
$9.73K 0.01%
300
130
$9.51K 0.01%
102
131
$8.91K 0.01%
100
+97
132
$8.06K 0.01%
+45
133
$7.91K 0.01%
180
-228
134
$7.89K 0.01%
82
-110
135
$7.81K 0.01%
168
-113
136
$6.45K ﹤0.01%
80
137
$6.28K ﹤0.01%
106
138
$6.17K ﹤0.01%
142
+32
139
$5.78K ﹤0.01%
300
140
$4.84K ﹤0.01%
190
141
$4.66K ﹤0.01%
103
+3
142
$4.64K ﹤0.01%
304
143
$4.64K ﹤0.01%
28
144
$4.06K ﹤0.01%
400
145
$4.01K ﹤0.01%
48
146
$3.62K ﹤0.01%
53
-137
147
$3.49K ﹤0.01%
93
+75
148
$2.92K ﹤0.01%
60
149
$2.76K ﹤0.01%
+2,000
150
$2.54K ﹤0.01%
4
4 5
6
7 8