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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72 ﹤0.01%
340
177
$65 ﹤0.01%
9
178
$36 ﹤0.01%
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180
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184
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185
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186
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187
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188
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-1,876
189
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-13,250
4 5 6 7
8