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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1
+$1.88M
2
+$1.47M
3
+$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.08%
+1,506
77
$65K 0.08%
+1,115
78
$64K 0.08%
+3,018
79
$63K 0.08%
+967
80
$63K 0.08%
+917
81
$62K 0.07%
+933
82
$61K 0.07%
+4,291
83
$61K 0.07%
+886
84
$61K 0.07%
+921
85
$60K 0.07%
+1,707
86
$60K 0.07%
+1,375
87
$60K 0.07%
+626
88
$59K 0.07%
+1,174
89
$58K 0.07%
+1,068
90
$58K 0.07%
+298
91
$57K 0.07%
+1,036
92
$56K 0.07%
+303
93
$55K 0.07%
+565
94
$54K 0.06%
+387
95
$52K 0.06%
+987
96
$52K 0.06%
+633
97
$52K 0.06%
+738
98
$50K 0.06%
+1,033
99
$50K 0.06%
+1,449
100
$35K 0.04%
+414
2 3
4
5 6