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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.49M
4
BA icon
Boeing
BA
+$2.03M
5
ADBE icon
Adobe
ADBE
+$2.02M

Top Sells

1
+$4.68M
2
+$3.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$3.12M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
42
102
$2K ﹤0.01%
130
+10
103
$2K ﹤0.01%
25
104
$2K ﹤0.01%
65
105
$2K ﹤0.01%
60
106
$2K ﹤0.01%
349
107
$1K ﹤0.01%
20
108
$1K ﹤0.01%
2,000
109
$0 ﹤0.01%
4
110
– –
-46,334
111
– –
-32,803
112
– –
-165,451
113
– –
-4,395
114
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-32,783
115
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-7,260
116
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-1,566
117
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-652
118
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-33,339
119
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-42,474
120
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-690
121
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-1,033
122
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-1,000
123
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-1,104
124
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-8,555
125
– –
-12,817
2 3 4
5
6