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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.25%
636
52
$222K 0.23%
3,879
-253
53
$209K 0.22%
9,692
+130
54
$205K 0.22%
1,243
+140
55
$191K 0.2%
4,640
56
$186K 0.2%
1,367
+639
57
$184K 0.19%
8,365
-656
58
$182K 0.19%
1,309
-24
59
$180K 0.19%
1,794
+60
60
$179K 0.19%
1,250
61
$170K 0.18%
2,679
+167
62
$161K 0.17%
1,739
+18
63
$160K 0.17%
6,585
-80
64
$144K 0.15%
3,809
-117
65
$141K 0.15%
1,135
-431
66
$132K 0.14%
16,672
+351
67
$132K 0.14%
+3,195
68
$127K 0.13%
749
-330
69
$109K 0.12%
1,118
-955
70
$108K 0.11%
+1,185
71
$98K 0.1%
3,434
-218
72
$94K 0.1%
1,141
-38
73
$91K 0.1%
1,114
+133
74
$91K 0.1%
1,450
-1,630
75
$86K 0.09%
3,399
-111
1 2
3
4 5