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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.58M
3 +$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1 +$1.88M
2 +$1.47M
3 +$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
200
177
-7,685
178
0
179
-69,773
180
-27,823
181
-4,254
182
-88
183
-2,183
184
-20
185
$0 ﹤0.01%
8