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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.09%
269
+29
77
$80K 0.08%
5,154
-159
78
$79K 0.08%
1,919
-542
79
$75K 0.08%
1,611
-89
80
$74K 0.08%
554
81
$66K 0.07%
+446
82
$59K 0.06%
583
+87
83
$51K 0.05%
580
84
$49K 0.05%
374
-21,794
85
$48K 0.05%
2,691
86
$43K 0.05%
1,300
-331,349
87
$36K 0.04%
150
88
$33K 0.03%
1,876
-204
89
$31K 0.03%
1,395
90
$29K 0.03%
400
91
$26K 0.03%
213
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92
$22K 0.02%
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93
$22K 0.02%
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94
$22K 0.02%
30
95
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96
$18K 0.02%
386
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97
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114
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98
$18K 0.02%
408
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99
$17K 0.02%
1,265
100
$17K 0.02%
75
2 3
4
5 6