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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.45M
3
+$2.85M
4
ORCL icon
Oracle
ORCL
+$2.69M
5
CMI icon
Cummins
CMI
+$2.22M

Top Sells

1
+$4.13M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.38M
5
PG icon
Procter & Gamble
PG
+$400K

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%
970
-247
77
$65K 0.06%
911
-148
78
$64K 0.06%
+2,290
79
$63K 0.06%
371
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80
$63K 0.06%
1,320
-159
81
$62K 0.06%
1,048
+409
82
$61K 0.06%
1,261
-373
83
$59K 0.06%
3,820
+1,566
84
$58K 0.06%
776
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85
$58K 0.06%
1,708
-723
86
$40K 0.04%
300
87
$40K 0.04%
+250
88
$39K 0.04%
733
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89
$34K 0.03%
752
90
$32K 0.03%
202
91
$27K 0.03%
310
92
$20K 0.02%
1,103
93
$19K 0.02%
320
94
$18K 0.02%
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95
$15K 0.02%
300
96
$13K 0.01%
90
97
$12K 0.01%
100
98
$12K 0.01%
112
99
$12K 0.01%
90
100
$12K 0.01%
+4,000
2 3
4
5 6