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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.19%
1,080
52
$265K 0.19%
4,109
53
$250K 0.18%
3,439
54
$242K 0.17%
2,645
55
$236K 0.17%
3,608
+30
56
$230K 0.16%
1,276
57
$223K 0.16%
+14,737
58
$210K 0.15%
10,126
59
$184K 0.13%
1,382
+38
60
$176K 0.12%
2,163
+72
61
$175K 0.12%
8,365
62
$167K 0.12%
2,778
63
$154K 0.11%
+9,146
64
$150K 0.11%
850
-400
65
$140K 0.1%
18,222
+1,000
66
$139K 0.1%
1,660
-239
67
$138K 0.1%
999
+10
68
$136K 0.1%
1,800
-8
69
$130K 0.09%
703
+257
70
$130K 0.09%
1,141
71
$117K 0.08%
554
72
$116K 0.08%
1,772
+15
73
$110K 0.08%
366
+69
74
$109K 0.08%
+373
75
$105K 0.07%
2,914
+30
1 2
3
4 5