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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1
+$1.88M
2
+$1.47M
3
+$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.3%
4,826
-216
52
$223K 0.27%
17,218
+2,021
53
$223K 0.27%
3,073
+342
54
$212K 0.25%
39,835
+5,476
55
$209K 0.25%
1,000
56
$191K 0.23%
+2,148
57
$183K 0.22%
4,958
+518
58
$181K 0.22%
7,491
+991
59
$160K 0.19%
3,321
+502
60
$160K 0.19%
8,369
+1,027
61
$144K 0.17%
+3,100
62
$142K 0.17%
3,767
+650
63
$136K 0.16%
4,211
+653
64
$133K 0.16%
8,181
+1,178
65
$132K 0.16%
+2,275
66
$129K 0.15%
3,081
+614
67
$114K 0.14%
4,428
+736
68
$102K 0.12%
2,240
+450
69
$96K 0.12%
42,316
+12,554
70
$78K 0.09%
420
71
$77K 0.09%
8,857
+2,500
72
$74K 0.09%
+885
73
$73K 0.09%
+1,880
74
$66K 0.08%
+1,136
75
$66K 0.08%
+242
1 2
3
4 5