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
$79.3M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.29M
3
+$2.96M
4
MRK icon
Merck
MRK
+$2.19M
5
GE icon
GE Aerospace
GE
+$2.12M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$3.29M
4
EW icon
Edwards Lifesciences
EW
+$2.32M
5
BAC icon
Bank of America
BAC
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 12.61%
3 Communication Services 10.67%
4 Materials 10.03%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
79
77
$2K ﹤0.01%
129
-43
78
$2K ﹤0.01%
71
79
$2K ﹤0.01%
29
-47,735
80
$1K ﹤0.01%
20
81
$1K ﹤0.01%
+9
82
$1K ﹤0.01%
100
83
$1K ﹤0.01%
13
84
$1K ﹤0.01%
22
85
– –
-22,973
86
– –
-46
87
$0 ﹤0.01%
8
88
– –
-79,806
89
– –
-255
90
– –
-9,146
91
– –
-23,521
92
– –
-5,132
93
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-73,890
94
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-581
95
– –
-190
96
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-468
97
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-380
98
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-860
99
– –
-14,363
100
– –
-56
1 2 3
4
5