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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$97K 0.13%
5,527
-2,277
52
$97K 0.13%
17,508
-2,500
53
$94K 0.12%
460
54
$93K 0.12%
1,954
+80
55
$93K 0.12%
2,304
-600
56
$90K 0.12%
1,523
+59
57
$90K 0.12%
+40,485
58
$89K 0.12%
963
-8,498
59
$82K 0.11%
884
+33
60
$80K 0.1%
546
+10
61
$79K 0.1%
2,431
+103
62
$77K 0.1%
1,479
+59
63
$76K 0.1%
1,217
+18
64
$75K 0.1%
1,634
+29
65
$74K 0.1%
1,322
+29
66
$73K 0.09%
1,359
+57
67
$62K 0.08%
1,059
+19
68
$37K 0.05%
3,247
-2,726
69
$36K 0.05%
675
-530
70
$35K 0.05%
224
-168
71
$33K 0.04%
752
72
$33K 0.04%
218
-166
73
$32K 0.04%
639
-502
74
$30K 0.04%
2,254
-1,842
75
$30K 0.04%
1,284
-808
1 2
3
4 5