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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$197K 0.21%
12,800
-2,200
52
$192K 0.2%
2,971
-600
53
$174K 0.18%
+11,055
54
$173K 0.18%
3,704
-795
55
$165K 0.17%
30,251
-41,686
56
$163K 0.17%
28,771
-7,356
57
$159K 0.17%
8,912
-2,051
58
$148K 0.16%
5,926
-1,091
59
$142K 0.15%
58,169
-15,578
60
$140K 0.15%
4,115
-684
61
$130K 0.14%
+3,400
62
$119K 0.12%
13,729
-2,306
63
$113K 0.12%
2,817
-444
64
$89K 0.09%
452
-4
65
$84K 0.09%
4,558
66
$83K 0.09%
1,638
+81
67
$79K 0.08%
2,426
+136
68
$76K 0.08%
754
+18
69
$74K 0.08%
1,209
-49
70
$73K 0.08%
300
71
$72K 0.08%
934
+23
72
$71K 0.07%
393
+22
73
$70K 0.07%
1,182
+65
74
$70K 0.07%
996
+26
75
$70K 0.07%
1,338
+77
1 2
3
4 5