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
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.4M
3
+$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
IVZ icon
Invesco
IVZ
+$1.13M

Top Sells

1
+$2.88M
2
+$2.51M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.45M
5
GE icon
GE Aerospace
GE
+$1.37M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.27M 9.12%
171,784
-59,420
2
$6.32M 7.92%
333,075
-20,763
3
$5.29M 6.63%
61,806
+9,471
4
$3.32M 4.16%
18,785
+329
5
$2.92M 3.66%
27,313
-863
6
$2.64M 3.31%
45,160
-320
7
$2.61M 3.27%
14,772
-6,563
8
$2.45M 3.08%
46,600
+46,580
9
$2.4M 3.01%
+81,255
10
$2.29M 2.88%
16,421
-8,929
11
$2.1M 2.64%
71,562
-33,402
12
$2.1M 2.63%
45,420
-13,932
13
$1.99M 2.5%
10,499
-4,582
14
$1.93M 2.42%
50,304
-49,659
15
$1.92M 2.41%
15,336
-403
16
$1.85M 2.32%
34,939
-15,684
17
$1.85M 2.32%
16,188
+16,098
18
$1.77M 2.22%
19,230
-15,781
19
$1.75M 2.19%
43,586
+43,236
20
$1.73M 2.16%
32,146
-3,239
21
$1.5M 1.89%
16,900
+87
22
$1.47M 1.84%
9,312
+35
23
$1.44M 1.81%
13,733
+78
24
$1.16M 1.45%
11,988
+142
25
$1.13M 1.42%
+30,980
1
2 3 4 5