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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.02%
192
+108
102
$17K 0.02%
250
103
$17K 0.02%
727
104
$15K 0.02%
385
105
$15K 0.02%
174
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$14K 0.01%
281
+100
107
$14K 0.01%
100
108
$13K 0.01%
250
109
$12K 0.01%
190
+115
110
$12K 0.01%
74
111
$12K 0.01%
96
112
$11K 0.01%
165
113
$11K 0.01%
127
114
$11K 0.01%
379
115
$10K 0.01%
200
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$9K 0.01%
300
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$8K 0.01%
142
+4
118
$8K 0.01%
102
119
$7K 0.01%
171
-165
120
$7K 0.01%
106
121
$6K 0.01%
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122
$6K 0.01%
410
-780
123
$6K 0.01%
300
124
$5K 0.01%
80
-496
125
$5K 0.01%
110
+46
3 4
5
6 7