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
$47.2M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.33M
3
+$1.25M
4
GE icon
GE Aerospace
GE
+$1.22M
5
AOL
AOL INC COMMON STOCK
AOL
+$875K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.38M
4
AIZ icon
Assurant
AIZ
+$1.24M
5
CINF icon
Cincinnati Financial
CINF
+$1.19M

Sector Composition

1 Technology 17.97%
2 Industrials 16.08%
3 Financials 14.8%
4 Healthcare 10.3%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$109K 0.23%
4,080
+420
52
$102K 0.22%
1,402
-568
53
$101K 0.21%
+13,100
54
$101K 0.21%
+1,769
55
$99K 0.21%
6,453
+806
56
$98K 0.21%
5,141
+672
57
$98K 0.21%
5,434
+745
58
$82K 0.17%
4,598
-630
59
$80K 0.17%
6,904
+1,028
60
$80K 0.17%
+31,736
61
$75K 0.16%
+14,850
62
$68K 0.14%
756
63
$59K 0.12%
+7,300
64
$59K 0.12%
2,128
+161
65
$57K 0.12%
518
66
$47K 0.1%
1,145
67
$32K 0.07%
584
68
$28K 0.06%
558
69
$23K 0.05%
1,297
70
$22K 0.05%
+152
71
$13K 0.03%
788
72
$13K 0.03%
518
73
$13K 0.03%
250
74
$12K 0.03%
100
75
$11K 0.02%
116
1 2
3
4 5