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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
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