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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.3M
3
+$5.05M
4
ABNB icon
Airbnb
ABNB
+$4.74M
5
AMD icon
Advanced Micro Devices
AMD
+$4.27M

Top Sells

1
+$11.2M
2
+$6.48M
3
+$2.56M
4
TWTR
Twitter, Inc.
TWTR
+$1.99M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$1.31M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.04%
232
102
$52K 0.04%
200
103
$49K 0.03%
191
104
$48K 0.03%
7,013
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105
$46K 0.03%
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106
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150
107
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108
$30K 0.02%
351
109
$29K 0.02%
226
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110
$29K 0.02%
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111
$28K 0.02%
12
112
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113
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114
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$24K 0.02%
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116
$22K 0.02%
100
117
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118
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119
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121
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122
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123
$13K 0.01%
607
124
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75
125
$13K 0.01%
100
3 4
5
6 7