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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.75M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.36M
5
FCX icon
Freeport-McMoran
FCX
+$2.11M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.36M
4
BA icon
Boeing
BA
+$2.34M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.04%
+239
77
$32K 0.03%
1,000
78
$30K 0.03%
+1,253
79
$29K 0.03%
+200
80
$29K 0.03%
+1,197
81
$26K 0.03%
1,111
82
$21K 0.02%
212
83
$20K 0.02%
+816
84
$19K 0.02%
675
+450
85
$19K 0.02%
+894
86
$19K 0.02%
+779
87
$18K 0.02%
54
-7,008
88
$18K 0.02%
90
89
$18K 0.02%
+300
90
$14K 0.01%
100
91
$14K 0.01%
48
92
$13K 0.01%
90
93
$12K 0.01%
+397
94
$11K 0.01%
75
95
$10K 0.01%
200
96
$9K 0.01%
165
97
$5K 0.01%
+226
98
$5K 0.01%
+1,000
99
$4K ﹤0.01%
28
100
$3K ﹤0.01%
42
2 3
4
5 6