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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61K 0.11%
518
77
$59K 0.1%
1,402
78
$57K 0.1%
1,965
79
$53K 0.09%
3,558
80
$48K 0.08%
1,145
81
$31K 0.05%
584
82
$29K 0.05%
558
83
$21K 0.04%
1,297
84
$16K 0.03%
628
+110
85
$14K 0.02%
226
+70
86
$14K 0.02%
788
87
$13K 0.02%
250
88
$11K 0.02%
116
89
$11K 0.02%
100
90
$10K 0.02%
98
91
$9K 0.02%
208
92
$9K 0.02%
351
93
$9K 0.02%
+190
94
$8K 0.01%
690
95
$6K 0.01%
+60
96
$6K 0.01%
+200
97
$6K 0.01%
+250
98
$6K 0.01%
57
99
$6K 0.01%
+150
100
$5K 0.01%
+190
2 3
4
5 6