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
$78.2M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.18M
3
+$723K
4
AYR
Aircastle Ltd
AYR
+$353K
5
PBYI icon
Puma Biotechnology
PBYI
+$273K

Top Sells

1
+$3.25M
2
+$3.2M
3
+$2.93M
4
CINF icon
Cincinnati Financial
CINF
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$1.96M

Sector Composition

1 Technology 20.94%
2 Financials 20.23%
3 Materials 10.52%
4 Industrials 9.31%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.02%
100
77
$10K 0.01%
+468
78
$9K 0.01%
208
79
$9K 0.01%
+380
80
$7K 0.01%
58
81
$7K 0.01%
50
82
$7K 0.01%
67
83
$6K 0.01%
+255
84
$6K 0.01%
500
85
$5K 0.01%
+190
86
$4K 0.01%
+140
87
$3K ﹤0.01%
+46
88
$3K ﹤0.01%
+56
89
$3K ﹤0.01%
441
90
$3K ﹤0.01%
+40
91
$2K ﹤0.01%
79
92
$2K ﹤0.01%
172
93
$2K ﹤0.01%
71
94
$1K ﹤0.01%
39
95
$1K ﹤0.01%
20
96
$1K ﹤0.01%
100
97
$1K ﹤0.01%
13
98
$1K ﹤0.01%
22
99
– –
-36,019
100
$0 ﹤0.01%
200
1 2 3
4
5