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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$5.31M
3 +$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1 +$13.6M
2 +$7.06M
3 +$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$5K ﹤0.01%
106
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138
-63,856
153
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304
-45
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$4K ﹤0.01%
55
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+48
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26
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+46
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+58
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60
160
$3K ﹤0.01%
2
161
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639
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4
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52
-737
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171
$2K ﹤0.01%
9
172
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24
174
$1K ﹤0.01%
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175
$1K ﹤0.01%
3