KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
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
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

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
151
$4.74K ﹤0.01%
111
152
$4.33K ﹤0.01%
42
153
$4.29K ﹤0.01%
15
-14
154
$4.2K ﹤0.01%
13
-39
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$4.15K ﹤0.01%
500
156
$4.06K ﹤0.01%
51
157
$3.94K ﹤0.01%
304
158
$3.85K ﹤0.01%
190
159
$3.79K ﹤0.01%
50
160
$3.43K ﹤0.01%
84
+42
161
$3.43K ﹤0.01%
120
-360
162
$3.39K ﹤0.01%
53
163
$3.36K ﹤0.01%
8
-23
164
$3.26K ﹤0.01%
60
165
$3.19K ﹤0.01%
27
-255
166
$3.1K ﹤0.01%
10
-30
167
$3.03K ﹤0.01%
25
-76
168
$3.03K ﹤0.01%
11
169
$2.87K ﹤0.01%
14
170
$2.86K ﹤0.01%
70
171
$2.78K ﹤0.01%
68
172
$2.76K ﹤0.01%
28
173
$2.73K ﹤0.01%
121
174
$2.56K ﹤0.01%
52
-157
175
$2.39K ﹤0.01%
3
-9
5 6
7
8 9