KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.8K 0.01%
30
127
$15.3K 0.01%
261
128
$15K 0.01%
+305
129
$14.3K 0.01%
63
130
$13.6K 0.01%
165
131
$13.3K 0.01%
47
-22
132
$12.9K 0.01%
100
133
$11.6K ﹤0.01%
114
134
$11.5K ﹤0.01%
254
135
$11.4K ﹤0.01%
153
136
$11.2K ﹤0.01%
400
137
$10.9K ﹤0.01%
594
138
$10.2K ﹤0.01%
312
139
$10.1K ﹤0.01%
106
140
$9.16K ﹤0.01%
47
141
$8.97K ﹤0.01%
250
142
$8.76K ﹤0.01%
96
143
$7.77K ﹤0.01%
26
144
$7.63K ﹤0.01%
15
145
$7.48K ﹤0.01%
27
146
$7.41K ﹤0.01%
14
-45
147
$7.26K ﹤0.01%
300
148
$6.78K ﹤0.01%
232
149
$6.04K ﹤0.01%
181
150
$4.86K ﹤0.01%
55
4 5
6
7 8