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
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$372K
3 +$318K
4
CRWD icon
CrowdStrike
CRWD
+$161K
5
DELL icon
Dell
DELL
+$104K

Top Sells

1 +$5.55M
2 +$4.88M
3 +$2.48M
4
DT icon
Dynatrace
DT
+$362K
5
PLTR icon
Palantir
PLTR
+$288K

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
REGN icon
126
Regeneron Pharmaceuticals
REGN
$61.3B
$15.8K 0.01%
30
MO icon
127
Altria Group
MO
$109B
$15.3K 0.01%
261
LMBS icon
128
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$15K 0.01%
+305
TSM icon
129
TSMC
TSM
$1.53T
$14.3K 0.01%
63
CWB icon
130
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$13.6K 0.01%
165
APD icon
131
Air Products & Chemicals
APD
$56.4B
$13.3K 0.01%
47
-22
KMB icon
132
Kimberly-Clark
KMB
$40.3B
$12.9K 0.01%
100
PSCD icon
133
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$20.6M
$11.6K ﹤0.01%
114
ENB icon
134
Enbridge
ENB
$103B
$11.5K ﹤0.01%
254
PYPL icon
135
PayPal
PYPL
$64.4B
$11.4K ﹤0.01%
153
CCL icon
136
Carnival Corp
CCL
$37.2B
$11.2K ﹤0.01%
400
PAA icon
137
Plains All American Pipeline
PAA
$11.2B
$10.9K ﹤0.01%
594
SLV icon
138
iShares Silver Trust
SLV
$25.3B
$10.2K ﹤0.01%
312
ALSN icon
139
Allison Transmission
ALSN
$6.76B
$10.1K ﹤0.01%
106
VBR icon
140
Vanguard Small-Cap Value ETF
VBR
$31B
$9.16K ﹤0.01%
47
RGR icon
141
Sturm, Ruger & Co
RGR
$722M
$8.97K ﹤0.01%
250
ZBH icon
142
Zimmer Biomet
ZBH
$20.2B
$8.76K ﹤0.01%
96
JPM icon
143
JPMorgan Chase
JPM
$810B
$7.77K ﹤0.01%
26
DE icon
144
Deere & Co
DE
$124B
$7.63K ﹤0.01%
15
VBK icon
145
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$7.48K ﹤0.01%
27
GEV icon
146
GE Vernova
GEV
$163B
$7.41K ﹤0.01%
14
-45
U icon
147
Unity
U
$14.9B
$7.26K ﹤0.01%
300
SCHG icon
148
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$6.78K ﹤0.01%
232
PSCC icon
149
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$37.1M
$6.04K ﹤0.01%
181
ALC icon
150
Alcon
ALC
$37.1B
$4.86K ﹤0.01%
55