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
$47.2M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.33M
3
+$1.25M
4
GE icon
GE Aerospace
GE
+$1.22M
5
AOL
AOL INC COMMON STOCK
AOL
+$875K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.38M
4
AIZ icon
Assurant
AIZ
+$1.24M
5
CINF icon
Cincinnati Financial
CINF
+$1.19M

Sector Composition

1 Technology 17.97%
2 Industrials 16.08%
3 Financials 14.8%
4 Healthcare 10.3%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.75M 5.82%
67,071
+3,868
2
$2.31M 4.9%
36,314
+1,478
3
$2.18M 4.62%
37,094
+1,978
4
$2.15M 4.55%
+62,032
5
$2.05M 4.33%
106,764
-20,356
6
$2.04M 4.31%
26,411
+1,156
7
$1.46M 3.1%
19,470
+798
8
$1.43M 3.03%
14,575
+747
9
$1.39M 2.94%
125,068
+7,043
10
$1.33M 2.82%
+90,606
11
$1.33M 2.82%
133,362
+7,953
12
$1.32M 2.8%
16,526
-517
13
$1.29M 2.74%
63,129
+3,409
14
$1.28M 2.71%
16,246
+8
15
$1.26M 2.66%
15,694
+15,636
16
$1.23M 2.6%
24,584
+1,191
17
$1.22M 2.58%
+9,813
18
$1.19M 2.52%
32,502
+1,990
19
$1.12M 2.38%
24,750
+908
20
$1.03M 2.19%
60,012
+1,797
21
$875K 1.85%
+19,991
22
$870K 1.84%
45,155
+2,478
23
$824K 1.74%
41,999
+728
24
$790K 1.67%
34,705
+714
25
$768K 1.63%
38,626
+1,990
1
2 3 4 5