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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.31M
3
+$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1
+$13.6M
2
+$7.06M
3
+$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.15%
83,069
-4,815
27
$1.95M 1.13%
50,947
+4,077
28
$1.91M 1.11%
18,796
+1,312
29
$1.72M 1%
81,723
-5,986
30
$1.54M 0.89%
72,990
-5,950
31
$1.53M 0.89%
35,547
+2,431
32
$1.47M 0.86%
19,296
-556
33
$1.3M 0.76%
17,166
-1,688
34
$1.27M 0.74%
17,578
+606
35
$1.25M 0.73%
22,479
+1,634
36
$1.22M 0.71%
12,473
+400
37
$1.19M 0.69%
6,449
+429
38
$1.18M 0.69%
23,224
+3,251
39
$1.15M 0.67%
38,776
-1,048
40
$1.11M 0.64%
10,786
-988
41
$1.05M 0.61%
16,809
-458
42
$859K 0.5%
9,740
-989
43
$768K 0.45%
11,165
-1,002
44
$738K 0.43%
15,264
-1,455
45
$613K 0.36%
3,312
-302
46
$577K 0.33%
7,550
-1,088
47
$519K 0.3%
10,103
+1,772
48
$511K 0.3%
8,998
-239,866
49
$505K 0.29%
6,055
50
$476K 0.28%
6,389
-663
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2
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