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
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$372K
3
+$318K
4
CRWD icon
CrowdStrike
CRWD
+$161K
5
DELL icon
Dell
DELL
+$104K

Top Sells

1
+$5.55M
2
+$4.88M
3
+$2.48M
4
DT icon
Dynatrace
DT
+$362K
5
PLTR icon
Palantir
PLTR
+$288K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
151
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$4.74K ﹤0.01%
111
AGCO icon
152
AGCO
AGCO
$8.03B
$4.33K ﹤0.01%
42
IWO icon
153
iShares Russell 2000 Growth ETF
IWO
$13.1B
$4.29K ﹤0.01%
15
-14
CEG icon
154
Constellation Energy
CEG
$121B
$4.2K ﹤0.01%
13
-39
SAN icon
155
Banco Santander
SAN
$145B
$4.15K ﹤0.01%
500
UAL icon
156
United Airlines
UAL
$32.1B
$4.06K ﹤0.01%
51
CNH
157
CNH Industrial
CNH
$13.1B
$3.94K ﹤0.01%
304
NCLH icon
158
Norwegian Cruise Line
NCLH
$10.4B
$3.85K ﹤0.01%
190
SOLV icon
159
Solventum
SOLV
$12.5B
$3.79K ﹤0.01%
50
DD icon
160
DuPont de Nemours
DD
$33.3B
$3.43K ﹤0.01%
50
-151
XLU icon
161
Utilities Select Sector SPDR Fund
XLU
$22.5B
$3.43K ﹤0.01%
42
+21
DGRO icon
162
iShares Core Dividend Growth ETF
DGRO
$35.3B
$3.39K ﹤0.01%
53
MSI icon
163
Motorola Solutions
MSI
$74.1B
$3.36K ﹤0.01%
8
-23
TREX icon
164
Trex
TREX
$5.44B
$3.26K ﹤0.01%
60
DUK icon
165
Duke Energy
DUK
$99.9B
$3.19K ﹤0.01%
27
-255
ADSK icon
166
Autodesk
ADSK
$64.7B
$3.1K ﹤0.01%
10
-30
GPC icon
167
Genuine Parts
GPC
$18.5B
$3.03K ﹤0.01%
25
-76
AVGO icon
168
Broadcom
AVGO
$1.65T
$3.03K ﹤0.01%
11
PANW icon
169
Palo Alto Networks
PANW
$141B
$2.87K ﹤0.01%
14
AB icon
170
AllianceBernstein
AB
$4.33B
$2.86K ﹤0.01%
70
UDR icon
171
UDR
UDR
$12B
$2.78K ﹤0.01%
68
TGT icon
172
Target
TGT
$41.3B
$2.76K ﹤0.01%
28
INTC icon
173
Intel
INTC
$176B
$2.73K ﹤0.01%
121
BIRK icon
174
Birkenstock
BIRK
$7.71B
$2.56K ﹤0.01%
52
-157
EQIX icon
175
Equinix
EQIX
$79.7B
$2.39K ﹤0.01%
3
-9
5 6
7
8 9