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
151
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152
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153
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154
$0 ﹤0.01%
+5
155
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-181,190
156
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-162
157
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-75
158
$0 ﹤0.01%
1
159
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-47,337
160
$0 ﹤0.01%
200
161
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-47,867
162
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-9,119
163
– –
-3,000
3 4 5 6
7