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

Top Buys

1
+$5.98M
2
+$5.83M
3
+$5.74M
4
ADSK icon
Autodesk
ADSK
+$5.66M
5
TAP icon
Molson Coors Class B
TAP
+$5.49M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.62M
4
NET icon
Cloudflare
NET
+$6.36M
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
201
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202
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203
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204
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-589
205
– –
-13,172
206
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-482
207
– –
-76,413
208
– –
-1,333
209
– –
-3,333
210
– –
-3,672
211
– –
-1,453
212
– –
-2,914
213
– –
-42,355
5 6 7 8
9