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
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$2.4M
3 +$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
IVZ icon
Invesco
IVZ
+$1.13M

Top Sells

1 +$2.88M
2 +$2.51M
3 +$1.9M
4
PG icon
Procter & Gamble
PG
+$1.45M
5
GE icon
GE Aerospace
GE
+$1.37M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,800
102
-100
103
-39
104
$0 ﹤0.01%
8