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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.58M
3
+$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1
+$5.49M
2
+$5.06M
3
+$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.77K ﹤0.01%
121
-36,583
152
$3.67K ﹤0.01%
14
153
$3.2K ﹤0.01%
31
-60
154
$3.08K ﹤0.01%
304
155
$3.05K ﹤0.01%
53
156
$2.8K ﹤0.01%
68
157
$2.64K ﹤0.01%
+50
158
$2.48K ﹤0.01%
51
159
$2.34K ﹤0.01%
5
160
$2.33K ﹤0.01%
7
-1,391
161
$2.04K ﹤0.01%
2
162
$1.78K ﹤0.01%
3
163
$1.69K ﹤0.01%
90
164
$1.48K ﹤0.01%
9
165
$1.46K ﹤0.01%
15
166
$1.32K ﹤0.01%
8
167
$1.24K ﹤0.01%
26
-22,354
168
$1.21K ﹤0.01%
48
169
$1.11K ﹤0.01%
18
170
$760 ﹤0.01%
67
171
$755 ﹤0.01%
27
172
$693 ﹤0.01%
2
173
$586 ﹤0.01%
5
174
$531 ﹤0.01%
8
175
$511 ﹤0.01%
269
-4
5 6
7
8 9