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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$8.58M
3 +$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1 +$5.49M
2 +$5.06M
3 +$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$11.9K 0.01%
337
+238
127
$11.9K 0.01%
165
128
$10.9K 0.01%
63
129
$10.9K 0.01%
217
-35
130
$10.8K 0.01%
254
+50
131
$10.6K 0.01%
594
132
$10.4K 0.01%
96
133
$10.4K 0.01%
250
134
$9.42K 0.01%
78
135
$8.88K ﹤0.01%
153
136
$8.29K ﹤0.01%
312
-1,270
137
$8.04K ﹤0.01%
106
138
$7.74K ﹤0.01%
36
-106
139
$7.49K ﹤0.01%
400
140
$7.43K ﹤0.01%
47
-32,015
141
$6.41K ﹤0.01%
126
-86,491
142
$5.86K ﹤0.01%
190
143
$5.6K ﹤0.01%
15
144
$5.42K ﹤0.01%
26
145
$4.91K ﹤0.01%
24
-144
146
$4.9K ﹤0.01%
+55
147
$4.88K ﹤0.01%
300
148
$4.45K ﹤0.01%
60
149
$4.14K ﹤0.01%
28
150
$4.11K ﹤0.01%
42