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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.75M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.36M
5
FCX icon
Freeport-McMoran
FCX
+$2.11M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.36M
4
BA icon
Boeing
BA
+$2.34M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 13.05%
39,267
+1,142
2
$6.59M 6.78%
89,764
+32,100
3
$5.87M 6.04%
63,540
-700
4
$5.86M 6.02%
166,250
-1,430
5
$4.68M 4.82%
32,783
+13,707
6
$3.88M 3.99%
29,507
-973
7
$3.7M 3.81%
+46,334
8
$3.6M 3.7%
64,670
-3,587
9
$3.47M 3.57%
23,999
-1,832
10
$3.36M 3.46%
21,303
-700
11
$3.01M 3.09%
44,880
-120
12
$2.89M 2.98%
33,339
-2,213
13
$2.76M 2.84%
74,169
-2,598
14
$2.75M 2.83%
+32,803
15
$2.62M 2.69%
+63,480
16
$2.41M 2.48%
12,817
-616
17
$2.25M 2.31%
42,474
-3,362
18
$2.17M 2.23%
165,451
+160,451
19
$2.06M 2.12%
+41,379
20
$1.67M 1.72%
79,037
21
$1.63M 1.67%
76,573
+20,797
22
$1.62M 1.67%
76,255
+47,910
23
$1.43M 1.47%
+56,243
24
$1.25M 1.28%
58,079
+16,934
25
$1.21M 1.24%
10,590
-45
1
2 3 4 5