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
$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
+$3.29M
3
+$2.96M
4
MRK icon
Merck
MRK
+$2.19M
5
GE icon
GE Aerospace
GE
+$2.12M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$3.29M
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
– –
-27,127
102
– –
-5,880
103
– –
-232,725
104
– –
-140
105
– –
0
106
– –
-796
107
– –
-40
108
– –
-5,559
109
$0 ﹤0.01%
200
110
– –
-732,017
111
– –
-2,402
112
$0 ﹤0.01%
12
113
– –
-500
114
– –
-10
115
$0 ﹤0.01%
3
116
– –
-420
1 2 3 4
5