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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.94M
3
+$2.68M
4
DHI icon
D.R. Horton
DHI
+$1.86M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.22M

Top Sells

1
+$6.16M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73M 6.84%
82,079
+6,014
2
$3.85M 5.57%
30,017
+454
3
$3.22M 4.66%
+507,962
4
$3.16M 4.57%
78,540
+4,578
5
$2.94M 4.26%
78,004
+7,299
6
$2.94M 4.26%
+33,167
7
$2.93M 4.24%
20,658
+1,771
8
$2.93M 4.24%
33,551
+2,428
9
$2.89M 4.18%
32,187
+2,348
10
$2.76M 3.99%
86,996
+8,959
11
$2.72M 3.94%
40,903
+4,578
12
$2.72M 3.94%
36,064
+2,745
13
$2.68M 3.88%
22,706
+2,036
14
$2.68M 3.88%
+43,440
15
$2.55M 3.69%
58,591
+4,405
16
$2.42M 3.51%
154,848
+21,466
17
$1.95M 2.82%
44,087
+5,405
18
$1.86M 2.69%
+61,508
19
$1.79M 2.59%
24,121
-405
20
$1.52M 2.21%
35,616
+9,342
21
$1.22M 1.76%
+18,136
22
$963K 1.39%
12,864
-525
23
$792K 1.15%
6,304
-379
24
$714K 1.03%
30,924
-4,018
25
$653K 0.94%
13,677
-3,302
1
2 3 4 5