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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$7.67M
3 +$6.44M
4
OXY icon
Occidental Petroleum
OXY
+$6.04M
5
ANET icon
Arista Networks
ANET
+$5.87M

Top Sells

1 +$8.5M
2 +$8.04M
3 +$7.63M
4
MSI icon
Motorola Solutions
MSI
+$6.52M
5
ADSK icon
Autodesk
ADSK
+$6.18M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$372 ﹤0.01%
3
202
$353 ﹤0.01%
2
203
$338 ﹤0.01%
9
204
$330 ﹤0.01%
4
205
$312 ﹤0.01%
1
206
$312 ﹤0.01%
14
207
$272 ﹤0.01%
12
208
$247 ﹤0.01%
7
209
$244 ﹤0.01%
1
210
$181 ﹤0.01%
4
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$169 ﹤0.01%
2
212
$136 ﹤0.01%
2
213
$121 ﹤0.01%
5
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$119 ﹤0.01%
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$97 ﹤0.01%
9
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$7 ﹤0.01%
1
217
-340
218
-16
219
-1,044
220
-3,089
221
-14,877
222
-1,700
223
-11,989