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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.66M
3
+$5.66M
4
DELL icon
Dell
DELL
+$4.7M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Top Sells

1
+$6.91M
2
+$5.47M
3
+$5.44M
4
EOG icon
EOG Resources
EOG
+$4.93M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.29%
6,952
-1,681
52
$557K 0.29%
2,496
-42
53
$517K 0.27%
6,121
54
$508K 0.26%
2,887
55
$470K 0.24%
+4,823
56
$462K 0.24%
4,448
-29
57
$454K 0.23%
5,052
-35
58
$428K 0.22%
+19,464
59
$421K 0.22%
3,016
-158
60
$419K 0.22%
5,832
-215
61
$415K 0.21%
1,876
+1,852
62
$380K 0.2%
+18,563
63
$377K 0.19%
+1,909
64
$366K 0.19%
8,009
65
$354K 0.18%
20,713
+20,712
66
$353K 0.18%
4,024
67
$292K 0.15%
1,292
68
$275K 0.14%
5,734
+5,426
69
$268K 0.14%
1,574
70
$262K 0.13%
4,738
+4,282
71
$245K 0.13%
1,184
72
$167K 0.09%
3,607
+3,353
73
$147K 0.08%
7,350
-1,997
74
$140K 0.07%
1,057
+979
75
$137K 0.07%
500
1 2
3
4 5