KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
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
+$5.98M
2
+$5.83M
3
+$5.74M
4
ADSK icon
Autodesk
ADSK
+$5.66M
5
TAP icon
Molson Coors Class B
TAP
+$5.49M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.62M
4
NET icon
Cloudflare
NET
+$6.36M
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
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$513 ﹤0.01%
+8
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$503 ﹤0.01%
2
171
$361 ﹤0.01%
6
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$316 ﹤0.01%
+3
173
$312 ﹤0.01%
9
174
$299 ﹤0.01%
+14
175
$290 ﹤0.01%
1
5 6
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8 9