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
201
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202
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-11,507
203
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-2,026
204
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-589
205
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-13,172
206
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-482
207
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-76,413
208
– –
-1,333
209
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-3,333
210
– –
-3,672
211
– –
-1,453
212
– –
-2,914
213
– –
-42,355
5 6 7 8
9