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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.31M
3
+$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1
+$13.6M
2
+$7.06M
3
+$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 6.59%
66,083
+2,998
2
$9.3M 5.4%
79,045
-1,999
3
$7.33M 4.26%
115,105
+3,509
4
$7.05M 4.09%
39,808
+1,700
5
$6.89M 4%
93,713
+2,584
6
$6.57M 3.81%
159,374
+6,396
7
$6.47M 3.76%
133,557
+1,237
8
$6.35M 3.69%
35,164
+3,564
9
$6.04M 3.51%
+27,169
10
$5.31M 3.08%
+128,547
11
$5.25M 3.05%
45,405
+45,192
12
$4.76M 2.76%
43,512
-1,479
13
$4.71M 2.73%
+127,522
14
$4.67M 2.71%
33,580
-1,200
15
$4.6M 2.67%
38,875
-940
16
$4.4M 2.55%
50,351
-257
17
$4.34M 2.52%
52,543
-71,925
18
$4.33M 2.51%
94,434
+5,305
19
$4.25M 2.47%
185,683
+177,276
20
$4.16M 2.42%
78,280
+1,435
21
$4.04M 2.34%
+147,860
22
$3.47M 2.01%
82,733
-67
23
$2.62M 1.52%
50,538
+3,631
24
$2.27M 1.32%
46,086
+9,079
25
$2.03M 1.18%
95,511
-6,296
1
2 3 4 5