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
$78.2M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.18M
3
+$723K
4
AYR
Aircastle Ltd
AYR
+$353K
5
PBYI icon
Puma Biotechnology
PBYI
+$273K

Top Sells

1
+$3.25M
2
+$3.2M
3
+$2.93M
4
CINF icon
Cincinnati Financial
CINF
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$1.96M

Sector Composition

1 Technology 20.94%
2 Financials 20.23%
3 Materials 10.52%
4 Industrials 9.31%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$672K 0.86%
20,452
-296
27
$608K 0.78%
9,348
-194
28
$595K 0.76%
20,184
-634
29
$558K 0.71%
7,503
-133
30
$547K 0.7%
9,146
-340
31
$518K 0.66%
7,406
-272
32
$437K 0.56%
5,880
-256
33
$423K 0.54%
5,132
-302
34
$372K 0.48%
7,093
-164
35
$364K 0.47%
6,673
-155
36
$353K 0.45%
4,013
-110
37
$353K 0.45%
+14,624
38
$342K 0.44%
22,890
+10,884
39
$334K 0.43%
22,973
-1,038
40
$319K 0.41%
17,101
-61
41
$312K 0.4%
14,363
-1,833
42
$296K 0.38%
5,559
-235
43
$279K 0.36%
5,360
44
$271K 0.35%
2,402
-102
45
$269K 0.34%
6,901
-292
46
$265K 0.34%
+2,228
47
$171K 0.22%
1,200
-20,568
48
$139K 0.18%
4,389
-135
49
$132K 0.17%
1,800
50
$127K 0.16%
2,475
-74
1
2
3 4 5