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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.12M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$6.32M
2
+$3.19M
3
+$2.97M
4
PG icon
Procter & Gamble
PG
+$2.02M
5
MRK icon
Merck
MRK
+$1.73M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.4%
18,488
-1,702
27
$1.09M 1.38%
58,491
-6,531
28
$1.08M 1.37%
+20,532
29
$1.05M 1.33%
6,913
-764
30
$1.01M 1.29%
10,689
-1,299
31
$992K 1.26%
+9,927
32
$972K 1.24%
+18,221
33
$957K 1.22%
+9,207
34
$943K 1.2%
+8,639
35
$943K 1.2%
+9,490
36
$921K 1.17%
14,076
-2,223
37
$907K 1.15%
12,031
-1,213
38
$899K 1.14%
11,618
-1,268
39
$894K 1.14%
+9,953
40
$891K 1.13%
27,823
-3,157
41
$706K 0.9%
24,945
+5,126
42
$689K 0.88%
17,776
-2,488
43
$378K 0.48%
7,685
-4,040
44
$333K 0.42%
4,939
-2,085
45
$294K 0.37%
15,840
+3,011
46
$289K 0.37%
10,403
-449
47
$289K 0.37%
2,855
-1,370
48
$275K 0.35%
3,372
-3,748
49
$272K 0.35%
3,664
-5,702
50
$265K 0.34%
5,042
-1,124
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