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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7K 0.01%
50
102
$6K 0.01%
72
103
$5K 0.01%
27
104
$5K 0.01%
2,000
105
$3K ﹤0.01%
42
106
$3K ﹤0.01%
349
107
$2K ﹤0.01%
65
-1,643
108
$2K ﹤0.01%
8
109
$2K ﹤0.01%
28
110
$2K ﹤0.01%
60
111
$2K ﹤0.01%
+165
112
$1K ﹤0.01%
60
113
$1K ﹤0.01%
20
-300
114
$1K ﹤0.01%
20
-46,980
115
$1K ﹤0.01%
10
116
$1K ﹤0.01%
125
117
$1K ﹤0.01%
33
118
– –
-102,880
119
$0 ﹤0.01%
8
120
– –
-7,688
121
$0 ﹤0.01%
20
122
– –
-43,858
123
– –
-9,554
124
– –
-310
125
– –
-3,820
2 3 4
5
6