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
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.4M
3
+$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
IVZ icon
Invesco
IVZ
+$1.13M

Top Sells

1
+$2.88M
2
+$2.51M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.45M
5
GE icon
GE Aerospace
GE
+$1.37M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.02%
320
77
$14K 0.02%
380
78
$13K 0.02%
369
79
$13K 0.02%
175
80
$12K 0.02%
100
81
$12K 0.02%
112
82
$11K 0.01%
48
83
$8K 0.01%
165
84
$4K 0.01%
72
85
$3K ﹤0.01%
19
86
$3K ﹤0.01%
42
87
$2K ﹤0.01%
29
88
$1K ﹤0.01%
22
89
$1K ﹤0.01%
71
90
$1K ﹤0.01%
125
91
$1K ﹤0.01%
20
92
$0 ﹤0.01%
2
93
$0 ﹤0.01%
12
94
$0 ﹤0.01%
200
95
– –
-63
96
– –
-3,857
97
– –
0
98
– –
-12,900
99
– –
-31,722
100
– –
-3,663
1 2 3
4
5