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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.75M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.36M
5
FCX icon
Freeport-McMoran
FCX
+$2.11M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.36M
4
BA icon
Boeing
BA
+$2.34M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94K 0.1%
1,104
+5
52
$91K 0.09%
1,316
+28
53
$90K 0.09%
4,546
+101
54
$89K 0.09%
1,494
+33
55
$88K 0.09%
+1,567
56
$87K 0.09%
1,580
-109
57
$87K 0.09%
1,459
+33
58
$83K 0.09%
464
+11
59
$81K 0.08%
866
+21
60
$81K 0.08%
8,729
61
$79K 0.08%
265
+6
62
$77K 0.08%
690
+17
63
$76K 0.08%
1,566
64
$74K 0.08%
3,938
65
$71K 0.07%
842
+23
66
$70K 0.07%
395
-20
67
$66K 0.07%
1,443
+43
68
$64K 0.07%
728
+27
69
$59K 0.06%
903
-4
70
$55K 0.06%
652
-58
71
$54K 0.06%
20,721
72
$48K 0.05%
+2,616
73
$41K 0.04%
250
74
$39K 0.04%
+288
75
$36K 0.04%
752
1 2
3
4 5