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
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.4M
3
+$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
IVZ icon
Invesco
IVZ
+$1.13M

Top Sells

1
+$2.88M
2
+$2.51M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.45M
5
GE icon
GE Aerospace
GE
+$1.37M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.19%
7,342
52
$146K 0.18%
1,552
53
$145K 0.18%
2,731
54
$139K 0.17%
2,467
55
$137K 0.17%
2,819
56
$135K 0.17%
11,577
57
$131K 0.16%
2,183
58
$128K 0.16%
15,197
59
$127K 0.16%
6,626
60
$121K 0.15%
29,762
+14,881
61
$120K 0.15%
3,117
62
$100K 0.13%
1,192
-16,362
63
$90K 0.11%
41,862
64
$83K 0.1%
+420
65
$81K 0.1%
1,790
66
$46K 0.06%
6,357
67
$32K 0.04%
752
68
$31K 0.04%
211
69
$24K 0.03%
750
70
$23K 0.03%
310
71
$22K 0.03%
265
72
$22K 0.03%
1,103
+103
73
$20K 0.03%
88
74
$20K 0.03%
300
75
$19K 0.02%
+4,000
1 2
3
4 5