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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.49M
4
BA icon
Boeing
BA
+$2.03M
5
ADBE icon
Adobe
ADBE
+$2.02M

Top Sells

1
+$4.68M
2
+$3.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$3.12M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.04%
239
77
$27K 0.04%
+325
78
$27K 0.04%
587
-279
79
$26K 0.03%
200
80
$26K 0.03%
1,197
81
$25K 0.03%
752
82
$25K 0.03%
1,000
83
$23K 0.03%
653
-189
84
$17K 0.02%
816
85
$17K 0.02%
16,297
-25,624
86
$16K 0.02%
300
87
$14K 0.02%
90
88
$13K 0.02%
100
89
$13K 0.02%
726
-385
90
$13K 0.02%
+574
91
$12K 0.02%
328
+40
92
$10K 0.01%
90
93
$10K 0.01%
75
94
$9K 0.01%
397
95
$8K 0.01%
165
96
$6K 0.01%
+200
97
$5K 0.01%
226
98
$5K 0.01%
400
+200
99
$3K ﹤0.01%
+55
100
$3K ﹤0.01%
28
2 3
4
5 6