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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.45M
3
+$2.85M
4
ORCL icon
Oracle
ORCL
+$2.69M
5
CMI icon
Cummins
CMI
+$2.22M

Top Sells

1
+$4.13M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.38M
5
PG icon
Procter & Gamble
PG
+$400K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 1.02%
+944
27
$1M 1%
+47,550
28
$966K 0.96%
17,412
+515
29
$914K 0.91%
12,346
+177
30
$909K 0.91%
13,622
-161
31
$848K 0.85%
26,710
-1,608
32
$767K 0.77%
14,987
-490
33
$763K 0.76%
23,500
-459
34
$757K 0.76%
17,572
-432
35
$742K 0.74%
+11,500
36
$739K 0.74%
+34,987
37
$695K 0.69%
+32,975
38
$524K 0.52%
16,119
-949
39
$468K 0.47%
71,937
+21,729
40
$453K 0.45%
+21,345
41
$435K 0.43%
11,413
+1,593
42
$392K 0.39%
+18,851
43
$357K 0.36%
+27,710
44
$328K 0.33%
73,747
+33,262
45
$283K 0.28%
4,279
+78
46
$265K 0.26%
2,330
+2
47
$260K 0.26%
+4,923
48
$258K 0.26%
2,807
+15
49
$254K 0.25%
4,373
+42
50
$247K 0.25%
9,554
+1,237
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