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

Top Buys

1
+$4.92M
2
+$4.55M
3
+$4.49M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.47M
5
MSI icon
Motorola Solutions
MSI
+$4.43M

Top Sells

1
+$5.1M
2
+$4.81M
3
+$4.66M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.21M

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
176
– –
-1,133
177
– –
-6,387
178
– –
-80
179
– –
-2,616
180
– –
-34,040
181
– –
-168
182
– –
-510
183
– –
-72
184
– –
-118
185
– –
-16,125
186
– –
-22,625
187
– –
-900
188
– –
-3,577
189
– –
-3,284
190
– –
-2,787
191
– –
-734
192
– –
-300
193
– –
-3,195
4 5 6 7
8