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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.3M
3
+$5.05M
4
ABNB icon
Airbnb
ABNB
+$4.74M
5
AMD icon
Advanced Micro Devices
AMD
+$4.27M

Top Sells

1
+$11.2M
2
+$6.48M
3
+$2.56M
4
TWTR
Twitter, Inc.
TWTR
+$1.99M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$1.31M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 7.03%
61,335
-8,021
2
$9.18M 6.52%
54,737
+28,245
3
$7.62M 5.41%
56,980
+56,940
4
$6.3M 4.47%
+69,140
5
$5.77M 4.1%
135,962
+23,025
6
$5.58M 3.96%
188,661
+24,877
7
$5.49M 3.9%
118,272
+12,949
8
$5.14M 3.65%
36,297
+35,721
9
$4.81M 3.41%
81,773
+13,932
10
$4.27M 3.03%
+41,508
11
$4.26M 3.03%
16,491
-501
12
$4.26M 3.02%
73,996
+14,716
13
$4M 2.84%
24,349
-15,605
14
$3.93M 2.79%
+40,371
15
$3.43M 2.43%
73,746
-3,024
16
$2.8M 1.99%
132,677
-844
17
$2.76M 1.96%
128,382
+468
18
$2.63M 1.87%
105,185
+578
19
$2.62M 1.86%
60,951
+29,768
20
$2.36M 1.68%
19,990
-224
21
$2.28M 1.62%
102,939
+7,229
22
$2.21M 1.57%
101,875
+4,770
23
$2.15M 1.52%
11,966
+6,790
24
$1.86M 1.32%
49,479
+14,741
25
$1.75M 1.24%
17,252
+493
1
2 3 4 5