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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$7.67M
3 +$6.44M
4
OXY icon
Occidental Petroleum
OXY
+$6.04M
5
ANET icon
Arista Networks
ANET
+$5.87M

Top Sells

1 +$8.5M
2 +$8.04M
3 +$7.63M
4
MSI icon
Motorola Solutions
MSI
+$6.52M
5
ADSK icon
Autodesk
ADSK
+$6.18M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12M 5.87%
54,151
+2,557
2
$9.81M 4.79%
63,455
+3,083
3
$9.35M 4.57%
+26,520
4
$9.02M 4.41%
106,887
+3,003
5
$7.82M 3.82%
85,740
+5,917
6
$7.67M 3.75%
+105,280
7
$7.03M 3.43%
36,941
+1,974
8
$6.55M 3.2%
51,739
+1,192
9
$6.48M 3.16%
94,458
+8,302
10
$6.44M 3.14%
+18,625
11
$6.1M 2.98%
123,626
+122,376
12
$5.9M 2.88%
54,396
+3,605
13
$5.87M 2.87%
+75,826
14
$5.82M 2.84%
+44,891
15
$5.82M 2.84%
60,967
+3,550
16
$5.78M 2.82%
80,546
+79,218
17
$5.76M 2.81%
+39,283
18
$5.75M 2.81%
6,964
+876
19
$5.6M 2.74%
79,516
+4,773
20
$5.3M 2.59%
+9,630
21
$5.09M 2.49%
+122,318
22
$4.92M 2.4%
+9,937
23
$4.88M 2.38%
+47,499
24
$4.4M 2.15%
132,529
+19,497
25
$3.51M 1.71%
+118,728