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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.45M
3
+$2.85M
4
ORCL icon
Oracle
ORCL
+$2.69M
5
CMI icon
Cummins
CMI
+$2.22M

Top Sells

1
+$4.13M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.38M
5
PG icon
Procter & Gamble
PG
+$400K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.24%
4,258
+54
52
$236K 0.24%
3,143
+25
53
$227K 0.23%
3,571
+3,496
54
$227K 0.23%
+15,000
55
$218K 0.22%
36,127
+18,619
56
$203K 0.2%
4,499
+1,094
57
$172K 0.17%
10,963
+1,382
58
$154K 0.15%
7,017
+2,222
59
$152K 0.15%
16,035
+3,653
60
$147K 0.15%
7,688
+2,161
61
$144K 0.14%
4,799
+924
62
$137K 0.14%
3,261
+957
63
$83K 0.08%
4,558
-11,919
64
$81K 0.08%
736
-148
65
$81K 0.08%
456
-90
66
$76K 0.08%
3,336
+2,052
67
$74K 0.07%
300
+226
68
$73K 0.07%
1,258
-265
69
$73K 0.07%
1,557
-397
70
$71K 0.07%
881
-82
71
$69K 0.07%
+3,827
72
$68K 0.07%
+1,117
73
$67K 0.07%
368
+150
74
$67K 0.07%
+3,001
75
$66K 0.07%
1,070
-252
1 2
3
4 5