KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.24M
3
+$3.06M
4
GE icon
GE Aerospace
GE
+$2.25M
5
MRK icon
Merck
MRK
+$2.18M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$2.56M
4
EW icon
Edwards Lifesciences
EW
+$2.32M
5
BAC icon
Bank of America
BAC
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 12.61%
3 Communication Services 10.67%
4 Materials 10.03%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-468
102
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103
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-860
104
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-14,363
105
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-56
106
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-27,127
107
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-5,880
108
– –
-232,725
109
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-140
110
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0
111
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-40
112
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-5,559
113
$0 ﹤0.01%
200
114
– –
-23,521
115
– –
-5,132
116
– –
-73,890
1 2 3 4
5