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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.75M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.36M
5
FCX icon
Freeport-McMoran
FCX
+$2.11M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.36M
4
BA icon
Boeing
BA
+$2.34M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.14%
6,174
-13,207
27
$935K 0.96%
14,901
+30
28
$859K 0.88%
17,740
-404
29
$757K 0.78%
12,332
+3,842
30
$755K 0.78%
11,995
-15
31
$696K 0.72%
32,641
+3,070
32
$633K 0.65%
20,575
-212
33
$491K 0.5%
+8,184
34
$466K 0.48%
20,750
+6,350
35
$365K 0.38%
57,047
+5,900
36
$347K 0.36%
7,022
-7,269
37
$266K 0.27%
4,111
-116
38
$250K 0.26%
3,065
-27
39
$244K 0.25%
+8,604
40
$214K 0.22%
3,268
41
$171K 0.18%
4,395
42
$147K 0.15%
2,465
+150
43
$147K 0.15%
8,555
44
$127K 0.13%
9,950
45
$123K 0.13%
+7,260
46
$107K 0.11%
1,560
47
$106K 0.11%
41,921
48
$97K 0.1%
1,258
-6
49
$97K 0.1%
+1,033
50
$94K 0.1%
784
-8
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2
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