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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88K 0.09%
1,199
+313
77
$88K 0.09%
1,420
+384
78
$87K 0.09%
1,874
+499
79
$86K 0.09%
315
+73
80
$86K 0.09%
1,302
+335
81
$85K 0.09%
1,605
+431
82
$85K 0.09%
2,328
+621
83
$84K 0.09%
536
+149
84
$80K 0.08%
392
+89
85
$80K 0.08%
1,040
+302
86
$79K 0.08%
384
+86
87
$79K 0.08%
1,293
+360
88
$79K 0.08%
4,096
+1,078
89
$77K 0.08%
5,973
+1,682
90
$76K 0.08%
1,141
+220
91
$73K 0.08%
1,426
+358
92
$72K 0.07%
1,205
+288
93
$72K 0.07%
796
+231
94
$71K 0.07%
1,413
+426
95
$69K 0.07%
2,092
+586
96
$44K 0.05%
+1,375
97
$41K 0.04%
+300
98
$39K 0.04%
752
99
$34K 0.03%
211
100
$24K 0.02%
310
2 3
4
5 6