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
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191
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192
-4,312
193
-126
194
-17,789
195
-2,225
196
-22,366
197
-1,487
198
-47
199
-78,184
200
-286