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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.27M
3
+$4.91M
4
NFLX icon
Netflix
NFLX
+$3.23M
5
MSFT icon
Microsoft
MSFT
+$3.04M

Top Sells

1
+$6.26M
2
+$5.1M
3
+$3.98M
4
ABT icon
Abbott
ABT
+$3.56M
5
NVDA icon
NVIDIA
NVDA
+$1.89M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$122K 0.1%
+3,926
77
$115K 0.09%
2,847
+37
78
$114K 0.09%
+3,603
79
$113K 0.09%
16,321
+2,970
80
$109K 0.09%
1,320
+50
81
$102K 0.08%
+2,272
82
$99K 0.08%
2,461
83
$91K 0.08%
2,117
-181
84
$88K 0.07%
728
-640
85
$88K 0.07%
1,700
-1,510
86
$83K 0.07%
+1,740
87
$82K 0.07%
1,132
+147
88
$82K 0.07%
+3,675
89
$81K 0.07%
2,048
+90
90
$80K 0.07%
576
+10
91
$80K 0.07%
556
+9
92
$80K 0.07%
554
93
$77K 0.06%
+5,313
94
$74K 0.06%
3,510
+74
95
$70K 0.06%
981
+188
96
$64K 0.05%
+4,526
97
$56K 0.05%
240
+49
98
$56K 0.05%
580
99
$44K 0.04%
2,691
100
$42K 0.03%
157
+67
2 3
4
5 6