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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.27M
3
+$4.91M
4
NFLX icon
Netflix
NFLX
+$3.23M
5
MSFT icon
Microsoft
MSFT
+$3.04M

Top Sells

1
+$6.26M
2
+$5.1M
3
+$3.98M
4
ABT icon
Abbott
ABT
+$3.56M
5
NVDA icon
NVIDIA
NVDA
+$1.89M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.11%
42,057
+4,978
27
$1.34M 1.11%
19,745
+1,051
28
$1.26M 1.04%
18,646
+1,275
29
$1.22M 1.01%
+15,389
30
$1.13M 0.93%
7,530
+838
31
$989K 0.82%
26,037
-889
32
$917K 0.76%
39,816
-1,856
33
$885K 0.73%
12,090
-915
34
$833K 0.69%
14,391
-1,428
35
$742K 0.61%
11,319
+1,084
36
$733K 0.6%
110,488
+593
37
$638K 0.53%
4,478
-216
38
$589K 0.49%
12,305
-417
39
$581K 0.48%
29,149
+12,297
40
$521K 0.43%
21,925
+9,805
41
$466K 0.38%
15,363
+3,856
42
$455K 0.38%
6,691
+845
43
$372K 0.31%
+10,334
44
$321K 0.26%
4,808
-186
45
$279K 0.23%
1,869
+48
46
$255K 0.21%
3,082
-265
47
$250K 0.21%
496
+12
48
$248K 0.2%
1,848
+63
49
$245K 0.2%
1,132
+38
50
$243K 0.2%
1,196
+29
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2
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