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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.11%
10,072
-1,116
27
$1.08M 1.11%
10,614
-1,108
28
$1.05M 1.08%
7,179
+6,958
29
$1M 1.03%
7,727
-715
30
$992K 1.02%
17,125
-1,673
31
$950K 0.98%
+20,994
32
$932K 0.96%
50,797
-5,165
33
$927K 0.95%
+25,362
34
$924K 0.95%
18,379
-1,397
35
$923K 0.95%
12,257
-1,368
36
$895K 0.92%
9,461
-965
37
$889K 0.91%
8,942
-668
38
$881K 0.9%
30,105
-2,284
39
$875K 0.9%
7,824
-580
40
$843K 0.87%
6,191
-460
41
$836K 0.86%
16,466
-1,132
42
$809K 0.83%
18,260
-1,080
43
$720K 0.74%
8,825
-455
44
$377K 0.39%
10,285
+285
45
$322K 0.33%
4,257
-476
46
$295K 0.3%
16,231
+62
47
$285K 0.29%
2,432
-299
48
$284K 0.29%
20,008
+2,790
49
$275K 0.28%
2,894
-343
50
$260K 0.27%
6,463
+1,505
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