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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.49M
4
BA icon
Boeing
BA
+$2.03M
5
ADBE icon
Adobe
ADBE
+$2.02M

Top Sells

1
+$4.68M
2
+$3.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$3.12M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59K 0.08%
689
-95
52
$59K 0.08%
236
+188
53
$59K 0.08%
+3,965
54
$56K 0.07%
2,616
-163,634
55
$56K 0.07%
1,423
-20
56
$55K 0.07%
4,046
-500
57
$53K 0.07%
16,971
-3,750
58
$51K 0.07%
671
-57
59
$49K 0.06%
7,620
-1,109
60
$48K 0.06%
809
-449
61
$48K 0.06%
1,556
-11
62
$47K 0.06%
833
-70
63
$45K 0.06%
880
-680
64
$45K 0.06%
320
-144
65
$45K 0.06%
+5,000
66
$44K 0.06%
+278
67
$44K 0.06%
181
-84
68
$36K 0.05%
250
69
$35K 0.05%
822
-494
70
$35K 0.05%
2,616
71
$33K 0.04%
248
-147
72
$33K 0.04%
969
-490
73
$33K 0.04%
1,594
+700
74
$31K 0.04%
1,386
+607
75
$29K 0.04%
1,253
1 2
3
4 5