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
$78.2M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.18M
3
+$723K
4
AYR
Aircastle Ltd
AYR
+$353K
5
PBYI icon
Puma Biotechnology
PBYI
+$273K

Top Sells

1
+$3.25M
2
+$3.2M
3
+$2.93M
4
CINF icon
Cincinnati Financial
CINF
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$1.96M

Sector Composition

1 Technology 20.94%
2 Financials 20.23%
3 Materials 10.52%
4 Industrials 9.31%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$0 ﹤0.01%
12
102
$0 ﹤0.01%
8
103
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-34,543
104
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-11,918
105
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-44,726
106
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-20
107
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-400
108
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-3,200
109
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110
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112
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0
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-50
115
$0 ﹤0.01%
10
116
$0 ﹤0.01%
3
117
– –
-32,667
118
– –
-16,558
1 2 3 4
5