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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.94M
3 +$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1 +$3.72M
2 +$3.5M
3 +$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,336
127
-33,658
128
-11,500
129
-50
130
-71
131
0
132
-62,874
133
$0 ﹤0.01%
1
134
$0 ﹤0.01%
200
135
$0 ﹤0.01%
2