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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.1M
3
+$4.57M
4
GNRC icon
Generac Holdings
GNRC
+$4.52M
5
KLAC icon
KLA
KLAC
+$4.48M

Top Sells

1
+$1.16M
2
+$909K
3
+$789K
4
SO icon
Southern Company
SO
+$783K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$329K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.93M 5.35%
51,134
+1,084
2
$7.89M 5.33%
63,449
-248
3
$7.41M 5%
71,478
+36,705
4
$7.37M 4.97%
34,782
+1,836
5
$6.73M 4.54%
36,744
+35,995
6
$5.24M 3.54%
47,800
+609
7
$5.1M 3.44%
+119,865
8
$4.86M 3.28%
80,592
-2,260
9
$4.81M 3.24%
22,625
-914
10
$4.57M 3.09%
+29,609
11
$4.52M 3.05%
+41,849
12
$4.51M 3.05%
243,258
+233,566
13
$4.48M 3.02%
+11,227
14
$4.37M 2.95%
12,659
-415
15
$4.32M 2.92%
+78,818
16
$4.3M 2.9%
11,163
+391
17
$4M 2.7%
68,608
+2,511
18
$3.91M 2.64%
51,507
+3,593
19
$3.84M 2.59%
13,331
+979
20
$3.62M 2.44%
81,475
+14,711
21
$3.38M 2.28%
8,181
+277
22
$3.36M 2.26%
16,125
+452
23
$3.1M 2.09%
6,387
+109
24
$1.59M 1.08%
11,420
-500
25
$1.47M 0.99%
76,349
+3,358
1
2 3 4 5