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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.3M
3
+$5.05M
4
ABNB icon
Airbnb
ABNB
+$4.74M
5
AMD icon
Advanced Micro Devices
AMD
+$4.27M

Top Sells

1
+$11.2M
2
+$6.48M
3
+$2.56M
4
TWTR
Twitter, Inc.
TWTR
+$1.99M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$1.31M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.3%
2,170
-130
52
$422K 0.3%
3,909
-209
53
$408K 0.29%
8,421
+418
54
$398K 0.28%
1,928
-117
55
$396K 0.28%
2,699
+2,400
56
$389K 0.28%
+13,678
57
$388K 0.28%
6,637
-110,910
58
$386K 0.27%
4,966
-203
59
$382K 0.27%
+2,457
60
$377K 0.27%
16,505
-930
61
$367K 0.26%
7,710
-766
62
$363K 0.26%
1,891
+1,841
63
$309K 0.22%
1,097
+1,078
64
$302K 0.21%
11,484
+19
65
$291K 0.21%
4,208
-428
66
$273K 0.19%
902
-1,874
67
$235K 0.17%
18,741
68
$161K 0.11%
2,807
-35
69
$158K 0.11%
960
-320
70
$150K 0.11%
1,296
+298
71
$146K 0.1%
+667
72
$144K 0.1%
7,003
+5,799
73
$143K 0.1%
+4,368
74
$140K 0.1%
+1,605
75
$138K 0.1%
+317
1 2
3
4 5