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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.07%
1,109
+61
77
$69K 0.07%
1,134
+64
78
$68K 0.07%
4,056
+229
79
$67K 0.07%
3,199
+198
80
$66K 0.07%
+767
81
$66K 0.07%
379
+11
82
$63K 0.07%
+239
83
$62K 0.07%
+414
84
$60K 0.06%
1,320
85
$60K 0.06%
768
-8
86
$48K 0.05%
300
87
$43K 0.05%
594
-287
88
$41K 0.04%
807
+74
89
$38K 0.04%
250
90
$35K 0.04%
752
91
$35K 0.04%
202
92
$22K 0.02%
1,103
93
$16K 0.02%
112
94
$14K 0.01%
300
95
$14K 0.01%
90
96
$13K 0.01%
4,000
97
$13K 0.01%
100
98
$12K 0.01%
90
99
$12K 0.01%
212
100
$9K 0.01%
165
2 3
4
5 6