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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.75M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.36M
5
FCX icon
Freeport-McMoran
FCX
+$2.11M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.36M
4
BA icon
Boeing
BA
+$2.34M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,465
127
– –
-55,641
128
– –
-1,204
129
$0 ﹤0.01%
3
130
$0 ﹤0.01%
2
131
– –
-20,465
2 3 4 5
6