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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.12M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
AMZN icon
Amazon
AMZN
+$1.56M

Top Sells

1
+$6.32M
2
+$3.19M
3
+$2.97M
4
PG icon
Procter & Gamble
PG
+$2.02M
5
MRK icon
Merck
MRK
+$1.73M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.45M 6.93%
59,670
-2,136
2
$4.83M 6.15%
66,720
+21,560
3
$4.22M 5.37%
26,386
+11,614
4
$4.01M 5.11%
95,664
-76,120
5
$2.88M 3.66%
26,146
-1,167
6
$2.52M 3.2%
33,743
+33,478
7
$2.34M 2.98%
78,111
-3,144
8
$2.32M 2.95%
44,760
-1,840
9
$2.26M 2.88%
43,465
-1,955
10
$2.13M 2.71%
31,602
+31,427
11
$2.1M 2.67%
16,366
-55
12
$2.07M 2.63%
48,173
-2,131
13
$1.98M 2.52%
37,805
+37,776
14
$1.88M 2.39%
69,773
-1,789
15
$1.86M 2.36%
15,512
-676
16
$1.79M 2.28%
10,052
-447
17
$1.69M 2.15%
14,790
-546
18
$1.61M 2.06%
33,772
-1,167
19
$1.44M 1.83%
42,054
-1,532
20
$1.39M 1.77%
15,215
-1,685
21
$1.35M 1.72%
12,363
-1,370
22
$1.31M 1.67%
47,626
+18,302
23
$1.16M 1.47%
+21,447
24
$1.12M 1.43%
+8,730
25
$1.1M 1.4%
19,363
+13,262
1
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