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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.88M
4
F icon
Ford
F
+$2.58M
5
GE icon
GE Aerospace
GE
+$2M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.48M
4
INTC icon
Intel
INTC
+$2.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.88M 10.37%
33,522
+810
2
$4.95M 5.2%
170,807
-11,257
3
$3.55M 3.73%
71,820
-4,456
4
$3.54M 3.72%
30,927
-2,293
5
$3.44M 3.61%
20,074
-780
6
$3.42M 3.59%
30,857
-1,894
7
$3.15M 3.31%
76,663
-5,584
8
$3.02M 3.18%
22,579
-2,275
9
$2.96M 3.11%
+18,020
10
$2.94M 3.08%
+17,615
11
$2.92M 3.07%
36,563
-3,043
12
$2.88M 3.02%
+30,917
13
$2.87M 3.01%
21,048
-988
14
$2.87M 3.01%
30,260
-2,640
15
$2.75M 2.89%
7,487
-9,478
16
$2.67M 2.8%
46,807
-3,310
17
$2.58M 2.71%
+252,735
18
$2.54M 2.66%
6,973
-1,430
19
$2.42M 2.54%
13,958
-1,055
20
$2.33M 2.45%
42,663
-4,571
21
$2M 2.1%
38,257
+38,232
22
$1.94M 2.03%
15,575
-1,160
23
$1.65M 1.74%
+79,216
24
$1.63M 1.71%
42,120
+1,443
25
$1.23M 1.29%
10,672
-688
1
2 3 4 5