KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+11.56%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$211M
AUM Growth
+$16.2M
(+8.3%)
Cap. Flow
+$9.65M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
194
New
6
Increased
21
Reduced
67
Closed
9
Top Buys
| 1 |
Palantir
PLTR
|
$7.86M |
| 2 |
Birkenstock
BIRK
|
$6.74M |
| 3 |
Shopify
SHOP
|
$6.11M |
| 4 |
Toast
TOST
|
$4.12M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.58M |
Top Sells
| 1 |
Dynatrace
DT
|
$5.98M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$4.99M |
| 3 |
Cadence Design Systems
CDNS
|
$2.78M |
| 4 |
Zillow
Z
|
$1.47M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$875K |
Sector Composition
| 1 | Technology | 34.58% |
| 2 | Communication Services | 14.14% |
| 3 | Consumer Discretionary | 13.23% |
| 4 | Industrials | 10.06% |
| 5 | Utilities | 6.37% |
