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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.66M
3
+$5.66M
4
DELL icon
Dell
DELL
+$4.7M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Top Sells

1
+$6.91M
2
+$5.47M
3
+$5.44M
4
EOG icon
EOG Resources
EOG
+$4.93M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82K ﹤0.01%
18
-4,176
152
$1.67K ﹤0.01%
2
153
$1.56K ﹤0.01%
15
154
$1.53K ﹤0.01%
9
155
$1.52K ﹤0.01%
3
156
$1.5K ﹤0.01%
+25
157
$1.39K ﹤0.01%
8
158
$1.38K ﹤0.01%
26
159
$1.38K ﹤0.01%
+5
160
$1.25K ﹤0.01%
48
161
$1.17K ﹤0.01%
18
162
$1.13K ﹤0.01%
7
-609
163
$781 ﹤0.01%
27
164
$737 ﹤0.01%
5
165
$673 ﹤0.01%
2
166
$632 ﹤0.01%
16
-321
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$593 ﹤0.01%
67
168
$560 ﹤0.01%
8
169
$552 ﹤0.01%
268
-1
170
$485 ﹤0.01%
6
171
$357 ﹤0.01%
2
172
$349 ﹤0.01%
9
173
$343 ﹤0.01%
3
174
$323 ﹤0.01%
4
175
$321 ﹤0.01%
14
5 6
7
8 9