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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.12M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$6.32M
2
+$3.19M
3
+$2.97M
4
PG icon
Procter & Gamble
PG
+$2.02M
5
MRK icon
Merck
MRK
+$1.73M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29K 0.04%
211
77
$23K 0.03%
4,000
78
$22K 0.03%
310
79
$22K 0.03%
1,103
80
$20K 0.03%
300
81
$20K 0.03%
+1,000
82
$19K 0.02%
88
83
$17K 0.02%
320
84
$14K 0.02%
380
85
$13K 0.02%
90
-9,222
86
$12K 0.02%
369
87
$11K 0.01%
112
88
$11K 0.01%
100
89
$10K 0.01%
48
90
$9K 0.01%
165
91
$6K 0.01%
+50
92
$4K 0.01%
72
93
$4K 0.01%
349
-11,228
94
$3K ﹤0.01%
42
95
$2K ﹤0.01%
19
-19,211
96
$2K ﹤0.01%
+28
97
$2K ﹤0.01%
19
98
$1K ﹤0.01%
71
99
$1K ﹤0.01%
125
100
$1K ﹤0.01%
20
1 2 3
4
5