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
$47.2M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.33M
3
+$1.25M
4
GE icon
GE Aerospace
GE
+$1.22M
5
AOL
AOL INC COMMON STOCK
AOL
+$875K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.38M
4
AIZ icon
Assurant
AIZ
+$1.24M
5
CINF icon
Cincinnati Financial
CINF
+$1.19M

Sector Composition

1 Technology 17.97%
2 Industrials 16.08%
3 Financials 14.8%
4 Healthcare 10.3%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.02%
116
77
$10K 0.02%
98
78
$9K 0.02%
156
-186
79
$8K 0.02%
208
80
$8K 0.02%
690
81
$8K 0.02%
351
82
$6K 0.01%
57
-28
83
$4K 0.01%
324
84
$4K 0.01%
58
85
$4K 0.01%
69
-45
86
$4K 0.01%
133
+65
87
$4K 0.01%
100
88
$3K 0.01%
150
89
$3K 0.01%
50
-16,725
90
$3K 0.01%
275
91
$2K ﹤0.01%
100
92
$1K ﹤0.01%
+25
93
$1K ﹤0.01%
200
94
– –
-8,398
95
– –
-10,392
96
– –
-18,088
97
$0 ﹤0.01%
+16
98
– –
-46,287
99
– –
-21,134
100
– –
-89,625
1 2 3
4
5