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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.08%
+47,974
27
$966K 1.02%
43,663
-26,323
28
$938K 0.99%
45,787
-35,598
29
$856K 0.91%
11,988
-7,757
30
$850K 0.9%
14,527
+136
31
$782K 0.83%
37,292
-34,329
32
$698K 0.74%
7,271
-4,819
33
$595K 0.63%
15,110
-10,927
34
$595K 0.63%
8,440
-2,879
35
$484K 0.51%
24,008
-5,141
36
$484K 0.51%
14,165
-1,198
37
$327K 0.35%
1,884
+15
38
$319K 0.34%
13,250
-8,675
39
$310K 0.33%
3,549
+2,417
40
$300K 0.32%
1,859
+11
41
$294K 0.31%
10,235
+193
42
$290K 0.31%
1,196
43
$277K 0.29%
4,001
+52
44
$272K 0.29%
3,233
-48,249
45
$271K 0.29%
1,094
+12
46
$265K 0.28%
499
+3
47
$262K 0.28%
2,690
+18
48
$260K 0.28%
1,138
+6
49
$257K 0.27%
1,554
+21
50
$252K 0.27%
1,050
+16
1
2
3 4 5