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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,434
127
$0 ﹤0.01%
200
128
– –
-6,453
129
– –
-33
130
$0 ﹤0.01%
10
131
$0 ﹤0.01%
+100
2 3 4 5
6