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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
125
-265
102
$1K ﹤0.01%
+33
103
$1K ﹤0.01%
+32
104
$1K ﹤0.01%
71
105
$1K ﹤0.01%
1
106
– –
-12,905
107
– –
-255
108
– –
-285
109
– –
-50
110
– –
-106
111
– –
-9,035
112
$0 ﹤0.01%
8
113
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-126,128
114
– –
-1,426
115
– –
-6,225
116
– –
-5,920
117
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-1,400
118
– –
-18,469
119
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-200
120
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-505
121
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-150
122
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-488
123
– –
-1,375
124
– –
-100
125
– –
-8,942
3 4
5
6 7