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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1
+$1.88M
2
+$1.47M
3
+$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.31%
18,798
-565
27
$995K 1.19%
55,962
-2,529
28
$987K 1.18%
20,816
-631
29
$987K 1.18%
8,953
-254
30
$966K 1.16%
10,426
-263
31
$955K 1.14%
11,188
-430
32
$947K 1.13%
13,625
-451
33
$925K 1.11%
32,389
+7,444
34
$924K 1.11%
19,776
-756
35
$915K 1.1%
8,404
-235
36
$899K 1.08%
6,651
-262
37
$882K 1.06%
9,610
-343
38
$876K 1.05%
26,525
+16,122
39
$860K 1.03%
17,598
-623
40
$828K 0.99%
11,686
-345
41
$786K 0.94%
19,340
+1,564
42
$749K 0.9%
9,280
-210
43
$405K 0.49%
+10,000
44
$359K 0.43%
4,733
-206
45
$298K 0.36%
16,169
+329
46
$298K 0.36%
2,731
-124
47
$294K 0.35%
6,900
48
$270K 0.32%
3,237
-135
49
$258K 0.31%
4,974
-213
50
$252K 0.3%
3,516
-148
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2
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