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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5K 0.01%
304
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$4K ﹤0.01%
100
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$4K ﹤0.01%
190
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$4K ﹤0.01%
48
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$4K ﹤0.01%
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$4K ﹤0.01%
17
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
22
-4,456
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$3K ﹤0.01%
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$3K ﹤0.01%
400
137
$2K ﹤0.01%
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$2K ﹤0.01%
4
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+5
141
$2K ﹤0.01%
65
142
$1K ﹤0.01%
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$1K ﹤0.01%
6
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$1K ﹤0.01%
14
-4,794
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$1K ﹤0.01%
72
146
$1K ﹤0.01%
3
147
$1K ﹤0.01%
280
148
$1K ﹤0.01%
18
-171
149
$1K ﹤0.01%
95
150
$1K ﹤0.01%
18
-2,030
4 5
6
7 8