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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.37M
4
BKR icon
Baker Hughes
BKR
+$532K
5
CPB icon
Campbell Soup
CPB
+$405K

Top Sells

1
+$1.88M
2
+$1.47M
3
+$891K
4
TEL icon
TE Connectivity
TEL
+$833K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.74M 6.88%
58,194
-1,476
2
$5.56M 6.66%
65,380
-1,340
3
$5.09M 6.1%
26,183
-203
4
$4.36M 5.22%
94,208
-1,456
5
$2.75M 3.3%
33,300
-443
6
$2.74M 3.28%
26,269
+123
7
$2.54M 3.04%
44,980
+220
8
$2.2M 2.64%
78,032
-79
9
$2.14M 2.57%
38,680
+875
10
$2.13M 2.55%
31,783
+181
11
$2.11M 2.53%
42,479
-986
12
$2.09M 2.5%
17,211
+845
13
$2.04M 2.44%
15,371
-141
14
$2.03M 2.43%
47,147
-1,026
15
$1.95M 2.33%
9,970
-82
16
$1.86M 2.23%
14,750
-40
17
$1.73M 2.07%
+5,145
18
$1.71M 2.04%
33,900
+128
19
$1.6M 1.92%
269,960
+265,960
20
$1.38M 1.66%
14,406
-809
21
$1.37M 1.64%
+54,894
22
$1.23M 1.48%
46,315
-1,311
23
$1.2M 1.44%
11,722
-641
24
$1.19M 1.42%
17,084
-1,404
25
$1.12M 1.35%
8,442
-288
1
2 3 4 5