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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.16M
3
+$3.11M
4
WFC icon
Wells Fargo
WFC
+$1.59M
5
BAC icon
Bank of America
BAC
+$1.42M

Top Sells

1
+$3.12M
2
+$2.75M
3
+$2.13M
4
TXN icon
Texas Instruments
TXN
+$987K
5
MS icon
Morgan Stanley
MS
+$935K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.94M 7.13%
60,675
+2,481
2
$6.64M 6.82%
117,664
+23,456
3
$5.62M 5.77%
34,158
+7,975
4
$3.72M 3.82%
126,128
+48,096
5
$3.63M 3.72%
69,009
+30,329
6
$3.61M 3.7%
86,252
+85,726
7
$3.43M 3.52%
34,220
-31,160
8
$3.18M 3.26%
28,177
+1,908
9
$3.16M 3.24%
37,959
+37,940
10
$3.11M 3.19%
+10,621
11
$2.95M 3.03%
48,840
+3,860
12
$2.68M 2.75%
19,403
+2,192
13
$2.45M 2.52%
16,350
+979
14
$2.44M 2.51%
50,216
+3,069
15
$2.23M 2.29%
5,995
+850
16
$2.19M 2.25%
10,587
+617
17
$2.15M 2.21%
45,562
+3,083
18
$2.11M 2.16%
299,800
+29,840
19
$2.08M 2.13%
38,911
+5,011
20
$1.98M 2.04%
16,228
+1,478
21
$1.3M 1.34%
54,570
-324
22
$1.19M 1.23%
12,905
-1,501
23
$1.16M 1.19%
42,179
-4,136
24
$1.15M 1.19%
12,771
+12,692
25
$1.15M 1.18%
14,902
-2,182
1
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