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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.5K 0.01%
174
102
$19.7K 0.01%
125
103
$18.7K 0.01%
75
104
$18.5K 0.01%
170
105
$18.4K 0.01%
157
-11,263
106
$17.6K 0.01%
1,265
107
$17.3K 0.01%
410
108
$14.4K 0.01%
114
109
$14K 0.01%
96
110
$13.8K 0.01%
100
111
$13.5K 0.01%
574
112
$13.2K 0.01%
250
113
$13.1K 0.01%
379
114
$13K 0.01%
300
115
$12.8K 0.01%
74
116
$12.2K 0.01%
477
-6,108
117
$11.5K 0.01%
165
118
$11.4K 0.01%
127
119
$11K 0.01%
203
+3
120
$10.9K 0.01%
+72
121
$10.3K 0.01%
102
122
$10.2K 0.01%
153
-51,354
123
$9.38K 0.01%
102
+2
124
$8.76K 0.01%
84
+2
125
$8.61K 0.01%
45
3 4
5
6 7