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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.49M
4
BA icon
Boeing
BA
+$2.03M
5
ADBE icon
Adobe
ADBE
+$2.02M

Top Sells

1
+$4.68M
2
+$3.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$3.12M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$938K 1.23%
10,138
-452
27
$804K 1.05%
5,944
-230
28
$793K 1.04%
19,224
+1,484
29
$733K 0.96%
14,261
-640
30
$681K 0.89%
32,855
+214
31
$650K 0.85%
31,223
+10,648
32
$575K 0.75%
12,763
+431
33
$515K 0.67%
19,175
-1,575
34
$369K 0.48%
13,914
+5,310
35
$359K 0.47%
+4,465
36
$316K 0.41%
5,697
+1,586
37
$315K 0.41%
10,855
+2,671
38
$294K 0.39%
6,376
-646
39
$266K 0.35%
4,502
+1,437
40
$157K 0.21%
+610
41
$122K 0.16%
1,890
-575
42
$98K 0.13%
+3,507
43
$97K 0.13%
1,270
-1,998
44
$95K 0.12%
+1,077
45
$74K 0.1%
+697
46
$74K 0.1%
1,368
-126
47
$67K 0.09%
3,938
48
$65K 0.09%
9,800
-150
49
$64K 0.08%
1,453
-127
50
$59K 0.08%
+1,000
1
2
3 4 5