KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
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 +$3.85M
2 +$3.45M
3 +$3.3M
4
DE icon
Deere & Co
DE
+$3.21M
5
ADSK icon
Autodesk
ADSK
+$3.15M

Top Sells

1 +$11.4M
2 +$5.27M
3 +$4.86M
4
SLB icon
SLB Ltd
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.77M

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
151
$1K ﹤0.01%
6
152
$1K ﹤0.01%
118
153
-1,740
154
$0 ﹤0.01%
28
-1
155
-34
156
-1,320
157
-12
158
-2
159
-4,526
160
-374
161
-50,501
162
-126
163
-19
164
-1,197
165
-703
166
-238
167
-202
168
-39,816
169
-3,675
170
$0 ﹤0.01%
+6
171
-425
172
-1,177
173
-45
174
$0 ﹤0.01%
4
175
-31,752