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
$94.5M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.63M
3
+$3.38M
4
HUM icon
Humana
HUM
+$3.22M
5
ADSK icon
Autodesk
ADSK
+$2.93M

Top Sells

1
+$11M
2
+$5.27M
3
+$4.86M
4
SLB icon
SLB Limited
SLB
+$4.84M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Healthcare 15.55%
2 Communication Services 14.6%
3 Technology 14.55%
4 Industrials 10.61%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.84M 9.36%
50,050
+11,857
2
$5.45M 5.76%
63,697
-5,174
3
$5.21M 5.51%
47,191
-5,387
4
$4.87M 5.15%
82,852
-8,321
5
$4.48M 4.74%
+23,539
6
$3.96M 4.2%
32,946
+2,801
7
$3.85M 4.08%
13,074
-664
8
$3.66M 3.88%
66,097
-3,501
9
$3.63M 3.84%
+10,772
10
$3.41M 3.61%
47,914
-3,823
11
$3.39M 3.59%
7,904
+7,892
12
$3.22M 3.4%
+6,278
13
$3.07M 3.25%
34,773
-2,581
14
$2.96M 3.13%
12,352
-807
15
$2.93M 3.1%
+15,673
16
$2.15M 2.28%
66,764
-1,774
17
$1.76M 1.86%
34,362
-23,604
18
$1.59M 1.68%
16,175
+13,093
19
$1.51M 1.6%
11,920
-8,833
20
$1.39M 1.47%
72,991
-47,236
21
$1.3M 1.37%
68,505
-47,099
22
$1.16M 1.23%
14,027
-1,362
23
$1.14M 1.2%
109,231
-1,257
24
$1.09M 1.16%
16,644
-2,002
25
$1.08M 1.14%
13,870
+7,179
1
2 3 4 5