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
176
$2.36K ﹤0.01%
36
-110
177
$2.32K ﹤0.01%
5
178
$2.11K ﹤0.01%
15
179
$2.05K ﹤0.01%
13
180
$1.86K ﹤0.01%
200
181
$1.85K ﹤0.01%
3
182
$1.8K ﹤0.01%
26
183
$1.65K ﹤0.01%
17
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$1.6K ﹤0.01%
2
185
$1.54K ﹤0.01%
3
186
$1.52K ﹤0.01%
5
187
$1.19K ﹤0.01%
9
188
$1.11K ﹤0.01%
18
189
$1.07K ﹤0.01%
7
190
$987 ﹤0.01%
11
191
$718 ﹤0.01%
2
192
$695 ﹤0.01%
67
193
$654 ﹤0.01%
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194
$615 ﹤0.01%
40
195
$587 ﹤0.01%
6
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$540 ﹤0.01%
5
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$399 ﹤0.01%
3
198
$358 ﹤0.01%
14
199
$347 ﹤0.01%
9
200
$345 ﹤0.01%
2