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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.45M
3
+$2.85M
4
ORCL icon
Oracle
ORCL
+$2.69M
5
CMI icon
Cummins
CMI
+$2.22M

Top Sells

1
+$4.13M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.38M
5
PG icon
Procter & Gamble
PG
+$400K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.31M 9.29%
32,712
-690
2
$6.05M 6.04%
16,965
+950
3
$5.02M 5.01%
+182,064
4
$4.25M 4.24%
32,751
-1,125
5
$3.72M 3.71%
62,874
-4,206
6
$3.62M 3.62%
76,276
-50,020
7
$3.5M 3.5%
33,658
-3,844
8
$3.45M 3.44%
+33,220
9
$3.31M 3.31%
82,247
-5,919
10
$3.29M 3.29%
20,854
+14,032
11
$3.21M 3.2%
8,403
+2,514
12
$3.14M 3.14%
39,606
-1,655
13
$2.93M 2.93%
24,854
-35,061
14
$2.93M 2.92%
32,900
+760
15
$2.85M 2.84%
+22,036
16
$2.77M 2.76%
47,000
+1,120
17
$2.69M 2.69%
+50,117
18
$2.55M 2.55%
47,234
+37
19
$2.35M 2.35%
43,858
+2,574
20
$2.35M 2.34%
15,013
-471
21
$2.06M 2.06%
16,735
+1,277
22
$1.99M 1.98%
102,880
+51,472
23
$1.68M 1.68%
40,677
+18,418
24
$1.18M 1.18%
11,360
-707
25
$1.09M 1.08%
42,224
+1,090
1
2 3 4 5