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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$7.67M
3
+$6.44M
4
OXY icon
Occidental Petroleum
OXY
+$6.04M
5
ANET icon
Arista Networks
ANET
+$5.87M

Top Sells

1
+$8.5M
2
+$8.04M
3
+$7.63M
4
MSI icon
Motorola Solutions
MSI
+$6.52M
5
ADSK icon
Autodesk
ADSK
+$6.18M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.26%
19,104
-2,019
52
$524K 0.26%
2,147
-190
53
$524K 0.26%
1,671
-130
54
$524K 0.26%
2,411
-285
55
$456K 0.22%
10,895
-8,638
56
$452K 0.22%
4,610
-1,123
57
$442K 0.22%
23,877
+10,002
58
$385K 0.19%
+2,612
59
$383K 0.19%
3,500
-500
60
$379K 0.19%
5,294
-401
61
$379K 0.19%
5,343
-379
62
$376K 0.18%
4,024
63
$375K 0.18%
18,814
-1,333
64
$364K 0.18%
3,880
-274
65
$338K 0.17%
8,009
66
$327K 0.16%
+5,467
67
$324K 0.16%
1,272
68
$319K 0.16%
1,522
-121
69
$308K 0.15%
+1,146
70
$277K 0.14%
+1,164
71
$277K 0.14%
1,387
-182
72
$272K 0.13%
1,593
+1,518
73
$267K 0.13%
17,300
-2,925
74
$267K 0.13%
1,292
75
$258K 0.13%
+973
1 2
3
4 5