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
$56.9M
AUM Growth
+$68K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.39M
4
ABBV icon
AbbVie
ABBV
+$1.38M
5
BF.A icon
Brown-Forman Class A
BF.A
+$861K

Top Sells

1
+$2.26M
2
+$2.12M
3
+$1.46M
4
ETN icon
Eaton
ETN
+$1.32M
5
GABC icon
German American Bancorp
GABC
+$790K

Sector Composition

1 Technology 18.83%
2 Healthcare 13.56%
3 Financials 12.43%
4 Consumer Staples 10.92%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.21M 5.64%
69,200
-595
2
$2.69M 4.72%
106,596
-844
3
$2.41M 4.24%
37,154
-174
4
$2.16M 3.8%
26,569
+280
5
$1.74M 3.05%
13,154
+222
6
$1.55M 2.73%
14,581
+62
7
$1.51M 2.65%
93,675
+1,233
8
$1.45M 2.56%
16,335
+245
9
$1.43M 2.51%
+54,846
10
$1.39M 2.45%
24,139
+23,931
11
$1.39M 2.45%
39,141
+672
12
$1.39M 2.44%
+27,029
13
$1.39M 2.44%
+23,322
14
$1.33M 2.34%
37,353
+24,115
15
$1.33M 2.34%
24,664
-421
16
$1.31M 2.3%
134,330
-479
17
$1.3M 2.28%
129,301
+2,812
18
$1.26M 2.22%
10,262
+189
19
$1.25M 2.2%
33,152
-190
20
$1.2M 2.12%
24,970
+63
21
$1.19M 2.09%
15,924
+20
22
$1.11M 1.96%
11,582
+227
23
$1.04M 1.83%
20,079
+398
24
$992K 1.74%
15,212
+377
25
$917K 1.61%
53,776
-4,477
1
2 3 4 5