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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.26%
3,185
-331
52
$249K 0.26%
3,159
+1,011
53
$235K 0.24%
4,472
-502
54
$234K 0.24%
4,334
-492
55
$234K 0.24%
10,317
+2,136
56
$220K 0.23%
3,168
+893
57
$219K 0.22%
+12,358
58
$213K 0.22%
+5,393
59
$191K 0.2%
+9,035
60
$187K 0.19%
10,981
+2,612
61
$182K 0.19%
3,905
+584
62
$179K 0.18%
+807
63
$177K 0.18%
+6,225
64
$170K 0.17%
+23,639
65
$162K 0.17%
+7,804
66
$157K 0.16%
5,920
+1,709
67
$146K 0.15%
2,904
+664
68
$143K 0.15%
3,875
+108
69
$133K 0.14%
3,175
+94
70
$121K 0.12%
12,382
+3,525
71
$117K 0.12%
500
-500
72
$99K 0.1%
1,498
+362
73
$98K 0.1%
851
+225
74
$98K 0.1%
460
+40
75
$95K 0.1%
1,464
+349
1 2
3
4 5