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
$34.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.06M
3
+$2.02M
4
AAPL icon
Apple
AAPL
+$1.96M
5
PETS icon
PetMed Express
PETS
+$1.61M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.06%
2 Technology 17.05%
3 Financials 10.32%
4 Materials 7.46%
5 Energy 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.49M 7.24%
+49,858
2
$2.06M 5.98%
+59,492
3
$2.02M 5.86%
+41,021
4
$1.96M 5.69%
+138,124
5
$1.61M 4.69%
+127,769
6
$1.52M 4.44%
+41,761
7
$1.49M 4.33%
+22,588
8
$1.39M 4.05%
+237,071
9
$1.23M 3.57%
+95,381
10
$1.2M 3.49%
+110
11
$1.2M 3.48%
+14,003
12
$1.19M 3.45%
+13,804
13
$1.18M 3.43%
+100,935
14
$1.02M 2.97%
+8,880
15
$980K 2.85%
+22,119
16
$954K 2.78%
+23,083
17
$922K 2.68%
+22,370
18
$876K 2.55%
+12,053
19
$815K 2.37%
+23,375
20
$752K 2.19%
+29,932
21
$627K 1.82%
+29,839
22
$627K 1.82%
+25,188
23
$572K 1.66%
+11,162
24
$560K 1.63%
+31,041
25
$539K 1.57%
+13,224
1
2 3 4