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
176
$311 ﹤0.01%
20
177
$305 ﹤0.01%
1
178
$298 ﹤0.01%
12
179
$274 ﹤0.01%
1
180
$266 ﹤0.01%
7
181
$185 ﹤0.01%
2
182
$180 ﹤0.01%
4
183
$159 ﹤0.01%
27
184
$143 ﹤0.01%
9
185
$126 ﹤0.01%
2
186
$122 ﹤0.01%
5
187
$47 ﹤0.01%
340
188
$22 ﹤0.01%
1
189
– –
-83,150
190
– –
-12,658
191
– –
-1,372
192
– –
-4,312
193
– –
-126
194
– –
-17,789
195
– –
-2,225
196
– –
-22,366
197
– –
-1,487
198
– –
-47
199
– –
-78,184
200
– –
-286
5 6 7
8
9