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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$754K 0.98%
12,169
-88
27
$734K 0.95%
15,477
-989
28
$706K 0.91%
22,259
+1,265
29
$678K 0.88%
18,004
-256
30
$666K 0.86%
23,959
-1,403
31
$576K 0.74%
17,068
-1,311
32
$326K 0.42%
9,078
+3,685
33
$324K 0.42%
9,820
-465
34
$286K 0.37%
16,477
+246
35
$242K 0.31%
2,792
-102
36
$241K 0.31%
4,201
-56
37
$230K 0.3%
2,328
-104
38
$229K 0.3%
4,331
-141
39
$218K 0.28%
3,168
40
$213K 0.28%
50,208
+26,569
41
$213K 0.28%
4,204
-130
42
$201K 0.26%
3,118
-67
43
$148K 0.19%
8,317
-2,000
44
$137K 0.18%
3,405
-500
45
$137K 0.18%
9,581
-1,400
46
$115K 0.15%
+4,795
47
$108K 0.14%
1,552
+54
48
$103K 0.13%
3,875
49
$102K 0.13%
500
50
$99K 0.13%
12,382
1
2
3 4 5