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
176
$410 ﹤0.01%
2
177
$406 ﹤0.01%
6
178
$322 ﹤0.01%
14
179
$318 ﹤0.01%
9
180
$312 ﹤0.01%
3
181
$300 ﹤0.01%
1
182
$282 ﹤0.01%
7
183
$266 ﹤0.01%
12
184
$255 ﹤0.01%
1
185
$247 ﹤0.01%
20
186
$231 ﹤0.01%
4
187
$174 ﹤0.01%
2
188
$165 ﹤0.01%
4
189
$164 ﹤0.01%
9
190
$125 ﹤0.01%
27
191
$118 ﹤0.01%
2
192
$114 ﹤0.01%
5
193
$50 ﹤0.01%
340
194
$23 ﹤0.01%
1
195
$16 ﹤0.01%
1
196
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-3
197
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-65
198
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-250
199
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200
– –
-100
5 6 7
8
9