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
$78.2M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.18M
3
+$723K
4
AYR
Aircastle Ltd
AYR
+$353K
5
PBYI icon
Puma Biotechnology
PBYI
+$273K

Top Sells

1
+$3.25M
2
+$3.2M
3
+$2.93M
4
CINF icon
Cincinnati Financial
CINF
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$1.96M

Sector Composition

1 Technology 20.94%
2 Financials 20.23%
3 Materials 10.52%
4 Industrials 9.31%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.16%
6,855
52
$116K 0.15%
2,701
53
$113K 0.14%
1,480
54
$104K 0.13%
3,286
55
$91K 0.12%
10,818
56
$87K 0.11%
796
57
$80K 0.1%
18,166
58
$78K 0.1%
1,641
59
$52K 0.07%
400
60
$42K 0.05%
980
61
$41K 0.05%
980
62
$37K 0.05%
5,164
63
$28K 0.04%
1,037
64
$27K 0.03%
752
65
$25K 0.03%
+860
66
$25K 0.03%
211
67
$21K 0.03%
310
68
$20K 0.03%
+420
69
$18K 0.02%
300
70
$18K 0.02%
1,000
+300
71
$17K 0.02%
+581
72
$15K 0.02%
88
73
$15K 0.02%
380
74
$14K 0.02%
295
+130
75
$13K 0.02%
+123
1 2
3
4 5