KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.14M
3
+$2.55M
4
TWLO icon
Twilio
TWLO
+$2.48M
5
CMI icon
Cummins
CMI
+$2.11M

Top Sells

1
+$3.83M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.12M
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.06%
911
-148
77
$65K 0.06%
970
-247
78
$64K 0.06%
+2,290
79
$63K 0.06%
1,320
-159
80
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371
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81
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82
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1,261
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$59K 0.06%
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84
$58K 0.06%
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85
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86
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300
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91
$27K 0.03%
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$19K 0.02%
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100
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100
2 3
4
5 6