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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.3M
3
+$5.05M
4
ABNB icon
Airbnb
ABNB
+$4.74M
5
AMD icon
Advanced Micro Devices
AMD
+$4.27M

Top Sells

1
+$11.2M
2
+$6.48M
3
+$2.56M
4
TWTR
Twitter, Inc.
TWTR
+$1.99M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$1.31M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.1%
24,714
-3,303
27
$1.53M 1.08%
20,667
-3,791
28
$1.42M 1.01%
7,245
+732
29
$1.42M 1.01%
+20,076
30
$1.37M 0.98%
14,588
+1,789
31
$1.34M 0.95%
8,951
+8,918
32
$1.32M 0.94%
24,270
+24,077
33
$1.3M 0.92%
24,014
+2,716
34
$1.24M 0.88%
+19,925
35
$1.22M 0.86%
+47,144
36
$1.13M 0.8%
11,548
+11,491
37
$975K 0.69%
19,450
-8,649
38
$848K 0.6%
10,717
-1,648
39
$836K 0.59%
+6,567
40
$574K 0.41%
14,758
-2,669
41
$563K 0.4%
+5,338
42
$560K 0.4%
+6,996
43
$510K 0.36%
9,786
-167
44
$497K 0.35%
+2,021
45
$487K 0.35%
8,084
-31
46
$467K 0.33%
3,082
-66
47
$443K 0.31%
2,251
-46
48
$439K 0.31%
+3,975
49
$437K 0.31%
1,119
-23
50
$433K 0.31%
3,568
-196
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2
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