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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$5.66M
3 +$5.66M
4
DELL icon
Dell
DELL
+$4.7M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Top Sells

1 +$6.91M
2 +$5.47M
3 +$5.44M
4
EOG icon
EOG Resources
EOG
+$4.93M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$51K 0.03%
1,038
+699
102
$48.1K 0.02%
+1,842
103
$41.9K 0.02%
73
104
$35.5K 0.02%
363
105
$31.5K 0.02%
30
106
$25.8K 0.01%
1,458
107
$23.6K 0.01%
1,508
108
$21.2K 0.01%
157
109
$20.7K 0.01%
400
110
$20.5K 0.01%
69
111
$19.2K 0.01%
661
112
$18.3K 0.01%
1,265
113
$17.5K 0.01%
837
114
$16.9K 0.01%
331
115
$15.4K 0.01%
74
116
$14.4K 0.01%
75
117
$14.2K 0.01%
100
118
$13.2K 0.01%
379
119
$12.6K 0.01%
165
120
$11.9K 0.01%
153
121
$10.9K 0.01%
63
122
$10.4K 0.01%
250
123
$10.4K 0.01%
96
124
$10.3K 0.01%
594
125
$10.2K 0.01%
106