KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 5.87%
104,777
-2,110
2
$13.7M 5.61%
26,837
+317
3
$11.5M 4.7%
122,349
+31
4
$11.3M 4.63%
63,913
+458
5
$10.6M 4.36%
86,588
+848
6
$9.79M 4.02%
104,922
-358
7
$8.58M 3.52%
54,326
-70
8
$8.42M 3.46%
38,390
+1,449
9
$8.35M 3.43%
44,875
-16
10
$7.81M 3.21%
76,319
+493
11
$7.78M 3.2%
54,335
+2,596
12
$7.74M 3.18%
+95,782
13
$7.17M 2.94%
18,708
+83
14
$7.12M 2.92%
9,277
-353
15
$6.98M 2.87%
60,498
-469
16
$6.73M 2.76%
76,589
-2,927
17
$6.57M 2.7%
37,929
-1,354
18
$6.52M 2.68%
93,089
-1,369
19
$6.33M 2.6%
78,961
-1,585
20
$5.91M 2.43%
133,480
+951
21
$5.75M 2.36%
115,274
-3,454
22
$5.56M 2.28%
27,082
-27,069
23
$5.21M 2.14%
9,583
-354
24
$5.01M 2.06%
119,352
-4,274
25
$2.95M 1.21%
3,781
-3,183
1
2 3 4 5