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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.02%
1,103
102
$20K 0.02%
74
103
$19K 0.02%
320
104
$19K 0.02%
300
105
$18K 0.02%
334
+169
106
$15K 0.02%
1,400
107
$14K 0.01%
+90
108
$14K 0.01%
380
109
$14K 0.01%
90
110
$13K 0.01%
112
111
$13K 0.01%
+505
112
$11K 0.01%
+488
113
$11K 0.01%
100
114
$11K 0.01%
242
-20,574
115
$11K 0.01%
+255
116
$11K 0.01%
+285
117
$10K 0.01%
60
+22
118
$9K 0.01%
50
119
$6K 0.01%
+106
120
$6K 0.01%
+200
121
$6K 0.01%
50
122
$5K 0.01%
72
123
$5K 0.01%
390
+265
124
$5K 0.01%
+70
125
$4K ﹤0.01%
+100
3 4
5
6 7