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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$812 ﹤0.01%
15
152
$440 ﹤0.01%
10
-126,580
153
$420 ﹤0.01%
200
154
$408 ﹤0.01%
18
155
$379 ﹤0.01%
277
156
$322 ﹤0.01%
2
+1
157
$314 ﹤0.01%
6
158
$298 ﹤0.01%
1
159
$270 ﹤0.01%
4
160
$248 ﹤0.01%
1
161
$245 ﹤0.01%
9
+3
162
$185 ﹤0.01%
1
163
$176 ﹤0.01%
5
164
$151 ﹤0.01%
28
165
$149 ﹤0.01%
4
-17,174
166
$138 ﹤0.01%
2
167
$106 ﹤0.01%
5
168
$101 ﹤0.01%
9
169
$68 ﹤0.01%
340
170
$36 ﹤0.01%
1
171
– –
-119,865
172
– –
-1,888
173
– –
-16,125
174
– –
-22,625
175
– –
-900
4 5 6
7
8