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
$79.3M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.29M
3
+$2.96M
4
MRK icon
Merck
MRK
+$2.19M
5
GE icon
GE Aerospace
GE
+$2.12M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$3.29M
4
EW icon
Edwards Lifesciences
EW
+$2.32M
5
BAC icon
Bank of America
BAC
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 12.61%
3 Communication Services 10.67%
4 Materials 10.03%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.88%
10,266
+918
27
$603K 0.76%
7,608
+105
28
$566K 0.71%
20,184
29
$560K 0.71%
+10,278
30
$555K 0.7%
+7,651
31
$496K 0.63%
7,634
+228
32
$455K 0.57%
5,839
-8,258
33
$409K 0.52%
22,890
34
$392K 0.49%
4,377
+364
35
$388K 0.49%
7,203
+110
36
$372K 0.47%
6,769
+96
37
$346K 0.44%
18,101
+1,000
38
$318K 0.4%
14,624
39
$298K 0.38%
+6,946
40
$268K 0.34%
6,901
41
$263K 0.33%
2,228
42
$252K 0.32%
+12,500
43
$251K 0.32%
5,360
44
$194K 0.24%
+4,000
45
$181K 0.23%
+7,500
46
$160K 0.2%
+1,000
47
$152K 0.19%
2,928
+453
48
$136K 0.17%
4,215
-174
49
$124K 0.16%
2,701
50
$123K 0.16%
1,800
1
2
3 4 5