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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$916K 1.61%
72,689
+2,205
27
$889K 1.56%
19,780
+43
28
$872K 1.53%
42,863
+470
29
$794K 1.4%
37,538
-360
30
$779K 1.37%
12,191
+25
31
$774K 1.36%
77,452
+76
32
$749K 1.32%
46,471
+12,375
33
$738K 1.3%
26,949
-12
34
$717K 1.26%
21,733
+70
35
$711K 1.25%
14,331
+109
36
$702K 1.23%
+13,716
37
$687K 1.21%
+17,619
38
$674K 1.19%
16,885
+63
39
$662K 1.16%
61,094
+579
40
$623K 1.1%
36,314
+334
41
$614K 1.08%
6,345
+2,088
42
$561K 0.99%
+28,449
43
$556K 0.98%
19,621
-95
44
$534K 0.94%
+2,877
45
$495K 0.87%
9,306
+100
46
– –
0
47
$397K 0.7%
20,214
+586
48
$365K 0.64%
5,467
+90
49
$260K 0.46%
43,395
-91,559
50
$224K 0.39%
5,328
+100
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