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
176
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-30
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$0 ﹤0.01%
1
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3
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185
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$0 ﹤0.01%
6
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188
$0 ﹤0.01%
3
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189
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3
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1
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340
195
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196
$0 ﹤0.01%
+1
197
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-42,057
198
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199
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-3,603
200
– –
-400
5 6 7
8
9