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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.07%
1,171
77
$103K 0.07%
3,809
78
$100K 0.07%
1,194
79
$99.1K 0.07%
+3,315
80
$98.5K 0.07%
+927
81
$96.2K 0.07%
+4,475
82
$93.3K 0.07%
1,611
83
$85.3K 0.06%
1,450
84
$81.5K 0.06%
4,573
-238,685
85
$80.3K 0.06%
3,089
86
$70.2K 0.05%
580
87
$68.7K 0.05%
4,764
-390
88
$65.6K 0.05%
670
+30
89
$64.8K 0.05%
1,519
90
$60.9K 0.04%
559
-559
91
$51.2K 0.04%
1,700
92
$39.8K 0.03%
150
93
$37.4K 0.03%
143
94
$31.5K 0.02%
1,395
95
$25.6K 0.02%
400
96
$23.1K 0.02%
119
97
$23K 0.02%
468
+9
98
$21.6K 0.02%
1,508
99
$21.6K 0.02%
30
100
$20.7K 0.01%
200
2 3
4
5 6