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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.27M
3
+$4.91M
4
NFLX icon
Netflix
NFLX
+$3.23M
5
MSFT icon
Microsoft
MSFT
+$3.04M

Top Sells

1
+$6.26M
2
+$5.1M
3
+$3.98M
4
ABT icon
Abbott
ABT
+$3.56M
5
NVDA icon
NVIDIA
NVDA
+$1.89M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.19%
1,082
+43
52
$229K 0.19%
1,533
+71
53
$228K 0.19%
3,949
+125
54
$227K 0.19%
10,042
+466
55
$223K 0.18%
2,672
+100
56
$212K 0.17%
+1,250
57
$206K 0.17%
636
58
$192K 0.16%
9,562
+286
59
$189K 0.16%
3,080
-5,618
60
$186K 0.15%
1,566
+65
61
$179K 0.15%
4,640
62
$171K 0.14%
1,103
+1,094
63
$170K 0.14%
1,034
+49
64
$167K 0.14%
1,079
-40,430
65
$160K 0.13%
1,734
+60
66
$159K 0.13%
4,132
-1,924
67
$158K 0.13%
9,021
-2,128
68
$157K 0.13%
2,080
-173
69
$154K 0.13%
6,665
-3,824
70
$147K 0.12%
1,179
-86
71
$147K 0.12%
2,073
-3,982
72
$141K 0.12%
2,512
+281
73
$138K 0.11%
1,721
+54
74
$131K 0.11%
3,652
-31
75
$128K 0.11%
1,333
+473
1 2
3
4 5