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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.3M
3
+$5.05M
4
ABNB icon
Airbnb
ABNB
+$4.74M
5
AMD icon
Advanced Micro Devices
AMD
+$4.27M

Top Sells

1
+$11.2M
2
+$6.48M
3
+$2.56M
4
TWTR
Twitter, Inc.
TWTR
+$1.99M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$1.31M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
74
127
$10K 0.01%
400
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$9K 0.01%
+340
129
$9K 0.01%
+500
130
$8K 0.01%
41
-41
131
$7K 0.01%
190
132
$7K 0.01%
+225
133
$7K 0.01%
18
-23
134
$6K ﹤0.01%
30
135
$6K ﹤0.01%
28
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$6K ﹤0.01%
60
137
$5K ﹤0.01%
42
138
$5K ﹤0.01%
349
139
$4K ﹤0.01%
55
140
$3K ﹤0.01%
20
141
$3K ﹤0.01%
95
142
$3K ﹤0.01%
50
143
$3K ﹤0.01%
53
144
$2K ﹤0.01%
65
145
$2K ﹤0.01%
10
146
$2K ﹤0.01%
9
147
$2K ﹤0.01%
+26
148
$1K ﹤0.01%
67
149
$1K ﹤0.01%
9
150
– –
-75
3 4 5
6
7