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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.45M
3
+$2.85M
4
ORCL icon
Oracle
ORCL
+$2.69M
5
CMI icon
Cummins
CMI
+$2.22M

Top Sells

1
+$4.13M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.38M
5
PG icon
Procter & Gamble
PG
+$400K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
165
102
$9K 0.01%
+2,000
103
$7K 0.01%
50
104
$6K 0.01%
72
105
$6K 0.01%
50
106
$5K 0.01%
27
+3
107
$3K ﹤0.01%
42
108
$3K ﹤0.01%
349
109
$2K ﹤0.01%
28
110
$2K ﹤0.01%
60
+28
111
$1K ﹤0.01%
60
112
$1K ﹤0.01%
25
-1
113
$1K ﹤0.01%
+10
114
$1K ﹤0.01%
8
115
$1K ﹤0.01%
125
116
$1K ﹤0.01%
33
117
$1K ﹤0.01%
71
118
$1K ﹤0.01%
1
119
$0 ﹤0.01%
8
120
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-460
121
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-500
122
– –
-3,247
123
$0 ﹤0.01%
20
124
– –
-19,417
125
– –
-28,107
2 3 4
5
6