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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.49M
4
BA icon
Boeing
BA
+$2.03M
5
ADBE icon
Adobe
ADBE
+$2.02M

Top Sells

1
+$4.68M
2
+$3.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$3.12M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.86M 12.92%
38,142
-1,125
2
$5.61M 7.34%
57,500
-6,040
3
$4.15M 5.44%
358,577
+295,097
4
$3.76M 4.92%
94,918
+30,248
5
$3.58M 4.69%
25,794
-3,713
6
$3.52M 4.61%
113,551
+39,382
7
$3.48M 4.57%
36,066
+12,067
8
$3.04M 3.99%
19,281
-2,022
9
$2.88M 3.77%
82,380
+81,705
10
$2.59M 3.4%
40,756
-49,008
11
$2.5M 3.28%
43,100
-1,780
12
$2.49M 3.27%
+14,938
13
$2.04M 2.67%
13,644
+13,590
14
$2.02M 2.65%
+6,347
15
$1.85M 2.43%
+40,412
16
$1.59M 2.08%
75,468
-787
17
$1.56M 2.04%
74,330
-2,243
18
$1.47M 1.93%
+16,344
19
$1.35M 1.77%
+11,151
20
$1.33M 1.75%
+20,280
21
$1.23M 1.61%
55,474
-769
22
$1.22M 1.59%
57,408
-671
23
$1.06M 1.39%
+37,183
24
$1.06M 1.39%
75,991
-3,046
25
$982K 1.29%
18,030
+6,035
1
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