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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 6.13%
51,594
-1,845
2
$11.4M 5.42%
60,372
+18,897
3
$9.2M 4.36%
79,823
-595
4
$9.17M 4.35%
27,888
-1,533
5
$9.12M 4.33%
22,575
+760
6
$8.23M 3.9%
107,891
-269
7
$7.86M 3.73%
+103,884
8
$7.84M 3.72%
50,547
-2,449
9
$7.67M 3.64%
34,967
+1,996
10
$6.99M 3.32%
23,651
+538
11
$6.9M 3.28%
14,932
-781
12
$6.82M 3.24%
50,791
+2,864
13
$6.77M 3.21%
62,808
+223
14
$6.74M 3.2%
+118,898
15
$6.64M 3.15%
7,044
+182
16
$6.38M 3.03%
86,156
-19,815
17
$6.25M 2.97%
27,958
-885
18
$6.11M 2.9%
+57,417
19
$5.83M 2.77%
9,959
+13
20
$5.56M 2.64%
74,743
-1,225
21
$4.9M 2.32%
11,624
+79
22
$4.7M 2.23%
6,088
+401
23
$4.12M 1.95%
+113,032
24
$2.3M 1.09%
47,493
+941
25
$2.08M 0.99%
3,632
-113
1
2 3 4 5