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
$185M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.58M
3
+$5.71M
4
DELL icon
Dell
DELL
+$5.62M
5
GEV icon
GE Vernova
GEV
+$5.61M

Top Sells

1
+$5.49M
2
+$5.06M
3
+$4.4M
4
DXCM icon
DexCom
DXCM
+$4.3M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 27.11%
2 Industrials 11.86%
3 Communication Services 11.32%
4 Materials 10.65%
5 Utilities 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 6%
52,721
+52,601
2
$8.58M 4.64%
+106,652
3
$7.37M 3.98%
40,452
-192
4
$7M 3.78%
52,973
+1,317
5
$7M 3.78%
43,895
+115
6
$6.58M 3.55%
14,038
+526
7
$6.27M 3.39%
62,593
+1,160
8
$6.24M 3.37%
16,161
+21
9
$5.86M 3.17%
29,268
+279
10
$5.71M 3.08%
+45,365
11
$5.62M 3.03%
40,751
+40,736
12
$5.61M 3.03%
+32,724
13
$5.47M 2.95%
78,184
-9,052
14
$5.44M 2.94%
+112,014
15
$5.19M 2.8%
41,984
-296
16
$5.01M 2.71%
20,254
-2,116
17
$4.99M 2.7%
9,900
+292
18
$4.87M 2.63%
10,905
+64
19
$4.8M 2.59%
312,068
-5,190
20
$4.65M 2.51%
17,789
-2,431
21
$4.64M 2.5%
99,934
+6,646
22
$4.6M 2.48%
34,783
-2,976
23
$4.49M 2.42%
5,931
-529
24
$3.74M 2.02%
62,378
+145
25
$2.73M 1.48%
8,877
-601
1
2 3 4 5