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
$47.2M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.33M
3
+$1.25M
4
GE icon
GE Aerospace
GE
+$1.22M
5
AOL
AOL INC COMMON STOCK
AOL
+$875K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.38M
4
AIZ icon
Assurant
AIZ
+$1.24M
5
CINF icon
Cincinnati Financial
CINF
+$1.19M

Sector Composition

1 Technology 17.97%
2 Industrials 16.08%
3 Financials 14.8%
4 Healthcare 10.3%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 1.59%
+72,740
27
$718K 1.52%
12,272
-11
28
$711K 1.51%
23,758
-521
29
$709K 1.5%
61,688
+3,067
30
$696K 1.47%
+79,225
31
$679K 1.44%
14,363
+146
32
– –
0
33
$622K 1.32%
35,062
+6,780
34
$605K 1.28%
16,650
+229
35
$594K 1.26%
3,985
+3,693
36
$541K 1.15%
4,312
-4,327
37
$477K 1.01%
9,110
+118
38
$348K 0.74%
5,379
+7
39
$217K 0.46%
5,234
+46
40
$215K 0.46%
2,411
+12
41
$210K 0.44%
4,880
+34
42
$204K 0.43%
9,046
-214
43
$198K 0.42%
8,331
+922
44
$163K 0.35%
+3,250
45
$153K 0.32%
11,151
+534
46
$149K 0.32%
4,423
+210
47
$146K 0.31%
21,852
+1,066
48
$138K 0.29%
7,680
+509
49
$130K 0.28%
4,830
+170
50
$114K 0.24%
10,911
-3,033
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2
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