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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.77%
16,083
-870
27
$1.05M 0.74%
7,228
-714
28
$984K 0.69%
7,355
-741
29
$979K 0.69%
45,218
-5,005
30
$948K 0.67%
5,580
+45
31
$931K 0.66%
14,311
+115
32
$924K 0.65%
+2,866
33
$903K 0.64%
4,067
-419
34
$892K 0.63%
+38,768
35
$785K 0.55%
27,546
-2,765
36
$780K 0.55%
7,266
+78
37
$759K 0.53%
36,922
-2,390
38
$740K 0.52%
32,917
-7,970
39
$650K 0.46%
7,193
-588
40
$608K 0.43%
18,044
+111
41
$587K 0.41%
29,137
+1,683
42
$570K 0.4%
26,921
-2,661
43
$526K 0.37%
3,028
+78
44
$421K 0.3%
3,233
45
$346K 0.24%
4,177
+92
46
$335K 0.24%
1,367
-5
47
$324K 0.23%
1,914
-1
48
$324K 0.23%
4,364
+27
49
$314K 0.22%
669
+33
50
$301K 0.21%
1,603
-2
1
2
3 4 5