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
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.21M 5.26%
69,177
-23
2
$2.82M 4.61%
102,204
-4,392
3
$2.56M 4.19%
37,120
-34
4
$1.96M 3.2%
27,310
+741
5
$1.94M 3.17%
13,438
+284
6
$1.89M 3.08%
58,748
+3,902
7
$1.84M 3.01%
39,187
+46
8
$1.76M 2.88%
26,943
+2,804
9
$1.71M 2.8%
94,017
+342
10
$1.63M 2.67%
17,335
+1,000
11
$1.56M 2.56%
14,957
+376
12
$1.53M 2.5%
28,061
+1,032
13
$1.47M 2.41%
12,165
+1,903
14
$1.47M 2.4%
139,517
+5,187
15
$1.47M 2.4%
35,714
+2,562
16
$1.46M 2.39%
138,297
+8,996
17
$1.45M 2.37%
25,891
+1,227
18
$1.43M 2.34%
26,837
+1,867
19
$1.43M 2.34%
+31,652
20
$1.37M 2.23%
38,903
+1,550
21
$1.25M 2.04%
24,674
+1,352
22
$1.21M 1.99%
12,072
+490
23
$1.16M 1.9%
21,158
+1,079
24
$1.1M 1.8%
15,921
+709
25
$1.07M 1.75%
114,020
+41,331
1
2 3 4 5