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
$89.6M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.95M
3
+$2.75M
4
GLD icon
SPDR Gold Trust
GLD
+$2.64M
5
CVX icon
Chevron
CVX
+$1.7M

Top Sells

1
+$3.54M
2
+$2.94M
3
+$2.88M
4
TWLO icon
Twilio
TWLO
+$2.87M
5
NFLX icon
Netflix
NFLX
+$2.75M

Sector Composition

1 Industrials 15.56%
2 Technology 14.57%
3 Healthcare 10.78%
4 Consumer Discretionary 9.37%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.05%
300
77
$41K 0.05%
+1,000
78
$37K 0.04%
250
79
$35K 0.04%
752
80
$34K 0.04%
202
81
$23K 0.03%
1,111
+8
82
$16K 0.02%
90
83
$15K 0.02%
212
84
$14K 0.02%
100
85
$12K 0.01%
75
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86
$11K 0.01%
90
87
$10K 0.01%
48
-252
88
$9K 0.01%
165
89
$9K 0.01%
200
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90
$4K ﹤0.01%
225
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91
$4K ﹤0.01%
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92
$3K ﹤0.01%
2,000
93
$3K ﹤0.01%
349
94
$3K ﹤0.01%
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95
$3K ﹤0.01%
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96
$3K ﹤0.01%
42
97
$2K ﹤0.01%
65
98
$1K ﹤0.01%
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99
$1K ﹤0.01%
20
100
$1K ﹤0.01%
60
2 3
4
5 6