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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.39%
4,952
+79
52
$221K 0.39%
2,439
+34
53
$199K 0.35%
8,525
+126
54
$117K 0.21%
+2,192
55
$111K 0.2%
10,546
-365
56
$104K 0.18%
+9,598
57
$102K 0.18%
4,080
58
$102K 0.18%
4,553
-588
59
$102K 0.18%
13,100
60
$98K 0.17%
42,208
+10,472
61
$92K 0.16%
2,210
62
$89K 0.16%
+8,007
63
$88K 0.15%
5,547
64
$85K 0.15%
6,333
-1,347
65
$84K 0.15%
+2,258
66
$84K 0.15%
25,672
67
$84K 0.15%
+2,580
68
$82K 0.14%
144
69
$76K 0.13%
+1,114
70
$74K 0.13%
2,599
71
$74K 0.13%
5,576
72
$73K 0.13%
4,050
-548
73
$71K 0.12%
+2,700
74
$69K 0.12%
756
75
$69K 0.12%
+6,178
1 2
3
4 5