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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.27M
3
+$4.91M
4
NFLX icon
Netflix
NFLX
+$3.23M
5
MSFT icon
Microsoft
MSFT
+$3.04M

Top Sells

1
+$6.26M
2
+$5.1M
3
+$3.98M
4
ABT icon
Abbott
ABT
+$3.56M
5
NVDA icon
NVIDIA
NVDA
+$1.89M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 8.29%
332,649
+162,711
2
$7.23M 5.97%
68,871
-1,129
3
$6.24M 5.15%
38,193
-2,479
4
$5.82M 4.8%
51,482
+50,442
5
$5.27M 4.35%
+31,752
6
$5.21M 4.3%
91,173
+639
7
$4.86M 4.01%
50,501
+117
8
$4.84M 4%
134,899
+594
9
$4.59M 3.79%
52,578
-1,698
10
$4.45M 3.67%
51,737
+1,413
11
$4.09M 3.37%
30,145
+2,181
12
$3.72M 3.07%
69,598
+1,438
13
$3.57M 2.95%
37,354
-146
14
$3.23M 2.67%
13,738
+13,737
15
$3.06M 2.53%
13,159
+13,065
16
$3.06M 2.53%
22,168
+21,547
17
$2.54M 2.09%
57,966
+5,932
18
$2.24M 1.85%
+120,227
19
$2.22M 1.83%
20,753
+1,611
20
$2.15M 1.78%
+115,604
21
$1.96M 1.62%
68,538
+5,140
22
$1.91M 1.58%
90,194
-4,716
23
$1.66M 1.37%
81,385
-568
24
$1.51M 1.25%
69,986
-3,344
25
$1.5M 1.23%
71,621
-1,133
1
2 3 4 5