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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.12M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$6.32M
2
+$3.19M
3
+$2.97M
4
PG icon
Procter & Gamble
PG
+$2.02M
5
MRK icon
Merck
MRK
+$1.73M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.33%
5,187
+2,264
52
$215K 0.27%
6,900
+2,000
53
$200K 0.25%
+34,359
54
$188K 0.24%
1,000
55
$175K 0.22%
2,183
56
$165K 0.21%
2,731
57
$148K 0.19%
7,342
58
$130K 0.17%
2,819
59
$123K 0.16%
15,197
60
$119K 0.15%
+4,254
61
$119K 0.15%
41,862
62
$118K 0.15%
+6,500
63
$116K 0.15%
+7,003
64
$113K 0.14%
+3,558
65
$113K 0.14%
3,117
66
$110K 0.14%
+3,692
67
$109K 0.14%
+4,440
68
$107K 0.14%
2,467
69
$89K 0.11%
29,762
70
$84K 0.11%
420
71
$77K 0.1%
1,192
72
$74K 0.09%
1,790
73
$46K 0.06%
6,357
74
$32K 0.04%
200
-18,585
75
$29K 0.04%
752
1 2
3
4 5