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
$89.6M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.95M
3
+$2.75M
4
GLD icon
SPDR Gold Trust
GLD
+$2.64M
5
CVX icon
Chevron
CVX
+$1.7M

Top Sells

1
+$3.54M
2
+$2.94M
3
+$2.88M
4
TWLO icon
Twilio
TWLO
+$2.87M
5
NFLX icon
Netflix
NFLX
+$2.75M

Sector Composition

1 Industrials 15.56%
2 Technology 14.57%
3 Healthcare 10.78%
4 Consumer Discretionary 9.37%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92K 0.1%
1,689
+51
52
$87K 0.1%
1,099
+103
53
$87K 0.1%
1,264
+55
54
$87K 0.1%
792
+38
55
$83K 0.09%
1,204
+95
56
$79K 0.09%
1,426
+88
57
$78K 0.09%
+1,566
58
$76K 0.08%
415
+22
59
$75K 0.08%
+1,461
60
$74K 0.08%
3,938
-620
61
$74K 0.08%
1,288
+106
62
$73K 0.08%
4,445
+389
63
$72K 0.08%
845
+78
64
$71K 0.08%
453
+39
65
$70K 0.08%
8,729
-5,000
66
$70K 0.08%
259
+20
67
$69K 0.08%
+673
68
$68K 0.08%
991
-143
69
$67K 0.07%
+1,400
70
$66K 0.07%
819
-115
71
$65K 0.07%
20,721
+16,721
72
$55K 0.06%
710
-58
73
$55K 0.06%
907
+100
74
$53K 0.06%
701
+107
75
$48K 0.05%
5,000
-32,418
1 2
3
4 5