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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.45K ﹤0.01%
+11
152
$2.36K ﹤0.01%
5
153
$2.35K ﹤0.01%
53
154
$1.63K ﹤0.01%
65
155
$1.28K ﹤0.01%
95
156
$1.16K ﹤0.01%
3
157
$1.09K ﹤0.01%
72
158
$986 ﹤0.01%
118
159
$749 ﹤0.01%
6
160
$738 ﹤0.01%
67
161
$603 ﹤0.01%
15
162
$497 ﹤0.01%
18
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$443 ﹤0.01%
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-3
164
$370 ﹤0.01%
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$280 ﹤0.01%
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171
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+5
172
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1
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$149 ﹤0.01%
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174
$142 ﹤0.01%
+1
175
$104 ﹤0.01%
+5
4 5 6
7
8