KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+11.16%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$161M
AUM Growth
-$2.07M
(-1.3%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-8.06%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
213
New
47
Increased
46
Reduced
34
Closed
22
Top Buys
| 1 |
Marvell Technology
MRVL
|
+$6.18M |
| 2 |
Royal Caribbean
RCL
|
+$6.06M |
| 3 |
Snap-on
SNA
|
+$5.99M |
| 4 |
Duke Energy
DUK
|
+$5.94M |
| 5 |
Dollar General
DG
|
+$5.89M |
Top Sells
| 1 |
KLA
KLAC
|
+$6.69M |
| 2 |
CrowdStrike
CRWD
|
+$6.68M |
| 3 |
Cloudflare
NET
|
+$6.36M |
| 4 |
NVIDIA
NVDA
|
+$6.32M |
| 5 |
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% |
