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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K 0.01%
57
+7
102
$5K 0.01%
58
103
$4K 0.01%
133
104
$4K 0.01%
+100
105
$4K 0.01%
60
-19,762
106
$4K 0.01%
324
107
$4K 0.01%
69
108
$3K 0.01%
+100
109
$3K 0.01%
150
110
$3K 0.01%
275
111
$3K 0.01%
+85
112
$2K ﹤0.01%
100
113
$2K ﹤0.01%
31
-32,840
114
$1K ﹤0.01%
25
115
$1K ﹤0.01%
+21
116
– –
-58,348
117
– –
-21,852
118
– –
-43,743
119
– –
-2,947
120
– –
-1,769
121
$0 ﹤0.01%
16
122
– –
-2,126
123
– –
-16,543
124
$0 ﹤0.01%
5
125
$0 ﹤0.01%
2
2 3 4
5
6