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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.4K 0.01%
+594
127
$10.2K 0.01%
153
128
$9.99K 0.01%
78
+30
129
$9.96K 0.01%
91
-49
130
$9.11K 0.01%
+150
131
$8.99K 0.01%
+100
132
$8.96K 0.01%
+204
133
$8.6K 0.01%
106
134
$8.57K 0.01%
63
135
$8.01K 0.01%
300
136
$6.54K ﹤0.01%
400
137
$6.16K ﹤0.01%
15
138
$6.04K ﹤0.01%
190
139
$5.99K ﹤0.01%
60
140
$5.91K ﹤0.01%
127
-656
141
$5.37K ﹤0.01%
26
-7,641
142
$5.17K ﹤0.01%
42
143
$4.96K ﹤0.01%
28
144
$3.94K ﹤0.01%
304
145
$3.79K ﹤0.01%
+14
146
$3.74K ﹤0.01%
48
+2
147
$3.72K ﹤0.01%
99
-160
148
$3.08K ﹤0.01%
+53
149
$2.54K ﹤0.01%
+68
150
$2.44K ﹤0.01%
51
4 5
6
7 8