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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,614
127
– –
-60
128
– –
-3,159
129
– –
-242
130
– –
-315
131
– –
-299,800
132
– –
-7,824
133
– –
-8,825
134
– –
-6,191
135
– –
-50,797
136
– –
-255
137
– –
-285
138
– –
-50
139
– –
0
140
– –
-70
141
– –
-69,009
142
– –
-136
143
– –
-1,413
144
– –
-3,175
145
– –
-807
146
– –
-6,463
147
$0 ﹤0.01%
200
148
– –
-12,358
149
$0 ﹤0.01%
11
150
$0 ﹤0.01%
2
3 4 5
6
7