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
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.4M
3
+$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
IVZ icon
Invesco
IVZ
+$1.13M

Top Sells

1
+$2.88M
2
+$2.51M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.45M
5
GE icon
GE Aerospace
GE
+$1.37M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.41%
+65,022
27
$1.11M 1.39%
20,190
-703
28
$1.11M 1.39%
+7,677
29
$1.09M 1.36%
12,886
+102
30
$1.04M 1.31%
16,299
-504
31
$949K 1.19%
13,244
+165
32
$818K 1.03%
29,324
-2,501
33
$774K 0.97%
20,264
-1,896
34
$709K 0.89%
9,366
-834
35
$613K 0.77%
19,819
+648
36
$589K 0.74%
7,120
-237
37
$573K 0.72%
6,260
+122
38
$508K 0.64%
7,024
-450
39
$417K 0.52%
4,225
-113
40
$407K 0.51%
11,725
+6,695
41
$369K 0.46%
6,101
-772
42
$351K 0.44%
6,166
-473
43
$343K 0.43%
10,852
+1,711
44
$254K 0.32%
+4,900
45
$242K 0.3%
12,829
-4,214
46
$234K 0.29%
11,250
47
$205K 0.26%
6,500
48
$186K 0.23%
1,000
49
$172K 0.22%
1,950
50
$154K 0.19%
2,923
-65
1
2
3 4 5