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
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282 ﹤0.01%
1
177
$277 ﹤0.01%
+7
178
$259 ﹤0.01%
+12
179
$257 ﹤0.01%
+20
180
$229 ﹤0.01%
4
181
$168 ﹤0.01%
4
182
$160 ﹤0.01%
2
183
$160 ﹤0.01%
+2
184
$148 ﹤0.01%
9
185
$119 ﹤0.01%
27
-1
186
$115 ﹤0.01%
5
187
$55 ﹤0.01%
+12
188
$50 ﹤0.01%
340
189
$44 ﹤0.01%
1
190
$19 ﹤0.01%
1
191
$4 ﹤0.01%
+4
192
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-594
193
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-4,931
194
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195
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-100,716
196
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197
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198
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-7
199
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200
– –
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5 6 7
8
9