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
$79.3M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.29M
3
+$2.96M
4
MRK icon
Merck
MRK
+$2.19M
5
GE icon
GE Aerospace
GE
+$2.12M

Top Sells

1
+$4.53M
2
+$3.38M
3
+$3.29M
4
EW icon
Edwards Lifesciences
EW
+$2.32M
5
BAC icon
Bank of America
BAC
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 12.61%
3 Communication Services 10.67%
4 Materials 10.03%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 7.37%
162,348
+64
2
$4.68M 5.9%
389,414
+879
3
$3.9M 4.92%
56,580
+3,356
4
$3.9M 4.91%
36,255
+1,938
5
$3.76M 4.74%
41,149
-980
6
$3.48M 4.39%
26,327
+2,019
7
$3.37M 4.25%
+87,140
8
$3.37M 4.24%
20,751
-318
9
$3.3M 4.16%
21,830
+21,780
10
$3.27M 4.13%
38,968
+2,444
11
$3.08M 3.89%
98,426
+6,986
12
$2.99M 3.77%
34,294
+3,182
13
$2.98M 3.76%
88,454
+6,724
14
$2.98M 3.75%
67,708
+4,969
15
$2.96M 3.74%
+103,931
16
$2.5M 3.15%
33,680
-529
17
$2.43M 3.06%
70,227
+4,501
18
$2.28M 2.87%
17,601
+16,401
19
$2.19M 2.77%
+35,854
20
$1.69M 2.13%
+37,844
21
$1.67M 2.11%
16,032
+15,909
22
$870K 1.1%
15,905
+2,548
23
$778K 0.98%
31,540
-520
24
$744K 0.94%
21,748
+1,296
25
$702K 0.89%
5,239
1
2 3 4 5