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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.66M
3
+$5.66M
4
DELL icon
Dell
DELL
+$4.7M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Top Sells

1
+$6.91M
2
+$5.47M
3
+$5.44M
4
EOG icon
EOG Resources
EOG
+$4.93M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.9%
12,818
-263
27
$1.55M 0.8%
12,770
-47
28
$1.46M 0.75%
12,282
-48
29
$1.43M 0.74%
38,166
-29
30
$1.33M 0.68%
13,884
-1,776
31
$1.32M 0.68%
33,351
-1
32
$1.23M 0.63%
62,395
-424
33
$1.22M 0.63%
62,304
-512
34
$1.21M 0.62%
19,035
+51
35
$1.2M 0.61%
10,930
-56
36
$1.16M 0.6%
10,228
+16
37
$1.09M 0.56%
8,122
+35
38
$1.02M 0.53%
+22,646
39
$965K 0.5%
7,121
+747
40
$959K 0.49%
10,608
+7,067
41
$877K 0.45%
4,945
-38,950
42
$875K 0.45%
41,433
+455
43
$867K 0.45%
8,994
-4,287
44
$849K 0.44%
19,015
+6,221
45
$743K 0.38%
82,891
+1,444
46
$686K 0.35%
+18,989
47
$647K 0.33%
5,264
-40,101
48
$616K 0.32%
1,902
+48
49
$597K 0.31%
4,508
-800
50
$568K 0.29%
27,505
-593
1
2
3 4 5