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
$79.3M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.29M
3
+$2.96M
4
MRK icon
Merck
MRK
+$2.19M
5
GE icon
GE Aerospace
GE
+$2.12M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$3.29M
4
EW icon
Edwards Lifesciences
EW
+$2.32M
5
BAC icon
Bank of America
BAC
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 12.61%
3 Communication Services 10.67%
4 Materials 10.03%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$117K 0.15%
3,286
52
$116K 0.15%
6,855
53
$109K 0.14%
1,480
54
$107K 0.13%
10,818
55
$78K 0.1%
1,641
56
$69K 0.09%
18,166
57
$61K 0.08%
400
58
$46K 0.06%
980
59
$45K 0.06%
980
60
$37K 0.05%
5,164
61
$29K 0.04%
1,037
62
$28K 0.04%
752
63
$27K 0.03%
211
64
$23K 0.03%
310
65
$20K 0.03%
300
66
$18K 0.02%
1,000
67
$17K 0.02%
88
68
$15K 0.02%
380
69
$13K 0.02%
100
70
$12K 0.02%
112
+54
71
$10K 0.01%
208
72
$8K 0.01%
165
-130
73
$7K 0.01%
67
74
$3K ﹤0.01%
441
75
$2K ﹤0.01%
39
1 2
3
4 5