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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.66M
3
+$5.66M
4
DELL icon
Dell
DELL
+$4.7M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Top Sells

1
+$6.91M
2
+$5.47M
3
+$5.44M
4
EOG icon
EOG Resources
EOG
+$4.93M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$135K 0.07%
1,246
-423
77
$134K 0.07%
12,684
-1,567
78
$128K 0.07%
832
79
$121K 0.06%
837
80
$120K 0.06%
4,270
-2,896
81
$119K 0.06%
+10,618
82
$113K 0.06%
24,261
-9,551
83
$112K 0.06%
1,388
+1,198
84
$108K 0.06%
3,089
85
$108K 0.06%
482
-160
86
$106K 0.05%
4,113
-3,500
87
$98.1K 0.05%
2,816
-1,064
88
$97K 0.05%
580
89
$92.9K 0.05%
1,581
90
$84.6K 0.04%
358
-127
91
$84.2K 0.04%
2,682
92
$79K 0.04%
3,844
-14
93
$75K 0.04%
1,328
94
$74.7K 0.04%
1,450
95
$70.5K 0.04%
559
96
$69.7K 0.04%
595
97
$68.7K 0.04%
1,135
+918
98
$67.7K 0.03%
1,700
99
$57.3K 0.03%
150
100
$52.9K 0.03%
2,144
2 3
4
5 6