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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.04%
300
77
$30K 0.04%
447
-349
78
$27K 0.03%
202
-9
79
$24K 0.03%
310
80
$18K 0.02%
1,103
81
$18K 0.02%
74
82
$17K 0.02%
320
83
$15K 0.02%
300
84
$13K 0.02%
380
85
$12K 0.02%
112
86
$12K 0.02%
90
87
$11K 0.01%
90
88
$11K 0.01%
100
89
$8K 0.01%
165
-169
90
$6K 0.01%
50
91
$6K 0.01%
50
92
$5K 0.01%
72
93
$3K ﹤0.01%
75
94
$3K ﹤0.01%
349
95
$2K ﹤0.01%
42
96
$2K ﹤0.01%
28
97
$2K ﹤0.01%
24
98
$1K ﹤0.01%
+60
99
$1K ﹤0.01%
26
100
$1K ﹤0.01%
8
-34,150
2 3
4
5 6