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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.27K ﹤0.01%
5
152
$2.08K ﹤0.01%
+65
153
$1.94K ﹤0.01%
+2
154
$1.88K ﹤0.01%
90
155
$1.72K ﹤0.01%
3
156
$1.71K ﹤0.01%
15
157
$1.57K ﹤0.01%
9
+8
158
$1.51K ﹤0.01%
3
-11,544
159
$1.41K ﹤0.01%
+15
160
$1.3K ﹤0.01%
+8
161
$1.19K ﹤0.01%
+18
162
$1.11K ﹤0.01%
+48
163
$920 ﹤0.01%
67
164
$749 ﹤0.01%
+27
165
$671 ﹤0.01%
+5
166
$650 ﹤0.01%
+2
167
$607 ﹤0.01%
10
168
$547 ﹤0.01%
273
169
$513 ﹤0.01%
+8
170
$503 ﹤0.01%
2
171
$361 ﹤0.01%
6
172
$316 ﹤0.01%
+3
173
$312 ﹤0.01%
9
174
$299 ﹤0.01%
+14
175
$290 ﹤0.01%
1
5 6
7
8 9