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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.2%
41,485
-739
27
$1.05M 1.11%
49,725
+2,175
28
$997K 1.05%
17,046
-366
29
$975K 1.02%
46,232
+13,257
30
$950K 1%
1,013
+69
31
$930K 0.98%
11,916
-430
32
$799K 0.84%
17,832
+260
33
$799K 0.84%
25,779
-931
34
$789K 0.83%
12,928
-694
35
$775K 0.81%
36,209
+1,222
36
$758K 0.8%
13,784
-1,203
37
$715K 0.75%
20,964
-2,536
38
$503K 0.53%
12,546
+1,133
39
$496K 0.52%
15,643
-476
40
$476K 0.5%
22,411
+1,066
41
$451K 0.47%
21,296
+2,445
42
$434K 0.46%
37,418
+9,708
43
$355K 0.37%
+13,380
44
$265K 0.28%
4,166
-113
45
$265K 0.28%
2,223
-107
46
$253K 0.27%
2,731
-76
47
$250K 0.26%
4,197
-176
48
$238K 0.25%
4,100
-158
49
$236K 0.25%
3,052
-91
50
$205K 0.22%
3,998
-925
1
2
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