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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$7.67M
3
+$6.44M
4
OXY icon
Occidental Petroleum
OXY
+$6.04M
5
ANET icon
Arista Networks
ANET
+$5.87M

Top Sells

1
+$8.5M
2
+$8.04M
3
+$7.63M
4
MSI icon
Motorola Solutions
MSI
+$6.52M
5
ADSK icon
Autodesk
ADSK
+$6.18M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
30
127
$18.5K 0.01%
837
128
$18K 0.01%
59
-27,829
129
$17.3K 0.01%
1,265
130
$17.1K 0.01%
74
131
$15.7K 0.01%
261
-70
132
$15K 0.01%
201
-107,690
133
$14.2K 0.01%
100
134
$13.6K 0.01%
31
-14,901
135
$12.6K 0.01%
165
136
$12K 0.01%
101
-3,187
137
$11.9K 0.01%
594
138
$11.3K 0.01%
+254
139
$10.9K 0.01%
96
140
$10.6K 0.01%
114
+83
141
$10.5K 0.01%
52
-27,906
142
$10.5K 0.01%
40
-23,611
143
$10.5K 0.01%
63
144
$10.1K 0.01%
106
145
$9.98K ﹤0.01%
153
146
$9.82K ﹤0.01%
250
147
$9.78K ﹤0.01%
12
-7,032
148
$9.67K ﹤0.01%
312
149
$9.58K ﹤0.01%
209
-118,689
150
$9.54K ﹤0.01%
146
-4,567
4 5
6
7 8