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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1
+$1.88M
2
+$1.47M
3
+$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+45
127
$7K 0.01%
+37
128
$6K 0.01%
+79
129
$6K 0.01%
+88
130
$6K 0.01%
+95
131
$6K 0.01%
+54
132
$6K 0.01%
71
-9,856
133
$6K 0.01%
+63
134
$6K 0.01%
+38
135
$6K 0.01%
50
136
$6K 0.01%
+150
137
$6K 0.01%
+19
138
$6K 0.01%
+45
139
$5K 0.01%
+45
140
$5K 0.01%
+17
141
$5K 0.01%
+37
142
$5K 0.01%
143
-41,911
143
$5K 0.01%
+127
144
$4K ﹤0.01%
+60
145
$4K ﹤0.01%
+30
146
$4K ﹤0.01%
+62
147
$4K ﹤0.01%
+19
148
$4K ﹤0.01%
+25
149
$4K ﹤0.01%
+34
150
$4K ﹤0.01%
+27
4 5
6
7 8