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
$77.3M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.29M
3
+$3.01M
4
LLY icon
Eli Lilly
LLY
+$2.75M
5
VZ icon
Verizon
VZ
+$1.58M

Top Sells

1
+$4.27M
2
+$3.72M
3
+$3.63M
4
HD icon
Home Depot
HD
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Technology 22.23%
2 Healthcare 17.39%
3 Communication Services 14.43%
4 Financials 7.33%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.4M 10.87%
33,402
+22,781
2
$6.09M 7.87%
59,915
-760
3
$4.98M 6.44%
126,296
+8,632
4
$4.29M 5.54%
+16,015
5
$3.92M 5.07%
33,876
+23,804
6
$3.77M 4.88%
67,080
+28,169
7
$3.65M 4.72%
88,166
+1,914
8
$3.45M 4.46%
37,502
-457
9
$3.01M 3.89%
+41,261
10
$2.74M 3.55%
28,107
-70
11
$2.51M 3.24%
19,417
+14
12
$2.41M 3.12%
32,140
-2,080
13
$2.4M 3.1%
45,880
-2,960
14
$2.04M 2.64%
47,197
-3,019
15
$2.04M 2.64%
15,484
-866
16
$1.94M 2.51%
41,284
-4,278
17
$1.9M 2.46%
5,889
-106
18
$1.68M 2.18%
15,458
-770
19
$1.07M 1.39%
12,067
-704
20
$980K 1.27%
41,134
-1,045
21
$912K 1.18%
6,822
-357
22
$868K 1.12%
51,408
-3,162
23
$859K 1.11%
13,783
-1,119
24
$854K 1.1%
16,897
-228
25
$802K 1.04%
28,318
-1,787
1
2 3 4 5