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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.12M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$6.32M
2
+$3.19M
3
+$2.97M
4
PG icon
Procter & Gamble
PG
+$2.02M
5
MRK icon
Merck
MRK
+$1.73M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$0 ﹤0.01%
8
102
– –
-6,260
103
– –
-333,075
104
– –
-6,500
105
– –
-750
106
– –
-32,146
107
– –
-1,950
108
– –
-11,250
109
– –
0
110
$0 ﹤0.01%
200
111
– –
-6,626
112
– –
-1,552
113
$0 ﹤0.01%
12
114
$0 ﹤0.01%
+100
115
– –
-22
116
$0 ﹤0.01%
2
1 2 3 4
5